-0.5%
BBY vs WWD
+187.1%
-187.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.5% | +0.5% |
| 7D | +0.7% | -2.9% | +3.5% | +1.6% |
| 30D | +5.8% | -6.6% | +12.4% | +8.0% |
| 3M | +18.0% | -9.3% | +27.3% | +20.7% |
| 6M | +39.8% | -13.6% | +53.5% | +44.2% |
| YTD | +35.4% | +10.4% | +25.0% | +25.8% |
| 1Y | +21.4% | +39.9% | -18.5% | +2.1% |
| 3Y | +39.5% | +165.0% | -125.5% | -12.5% |
| 5Y | -0.5% | +183.8% | -184.3% | -44.4% |
| All | -0.5% | +187.1% | -187.6% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling