+4,390.5%
BBY vs WWD
+15,025.1%
-10,634.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | +1.2% | +0.6% | +0.5% | +1.0% |
| 30D | +6.8% | -5.1% | +11.9% | +8.5% |
| 3M | +18.7% | -11.2% | +30.0% | +22.6% |
| 6M | +37.3% | -12.0% | +49.3% | +41.0% |
| YTD | +35.3% | +12.0% | +23.3% | +27.2% |
| 1Y | +20.7% | +42.8% | -22.1% | +4.2% |
| 3Y | +39.4% | +168.9% | -129.5% | -4.4% |
| 5Y | -1.5% | +192.2% | -193.7% | -35.3% |
| 10Y | +239.8% | +495.3% | -255.5% | +66.6% |
| All | +4,390.5% | +15,025.1% | -10,634.6% | +805.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling