+5,033.1%
BDX vs WWD
+14,767.1%
-9,734.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.5% | +0.8% |
| 7D | +1.0% | +8.2% | -7.1% | -0.1% |
| 30D | +15.1% | -0.2% | +15.3% | +14.9% |
| 3M | +18.2% | -8.4% | +26.6% | +19.3% |
| 6M | +48.1% | -9.5% | +57.6% | +49.3% |
| YTD | +44.1% | +10.1% | +34.1% | +40.9% |
| 1Y | +46.4% | +21.6% | +24.8% | +40.9% |
| 3Y | +24.4% | +149.6% | -125.2% | +6.9% |
| 5Y | +26.1% | +191.3% | -165.2% | +5.0% |
| 10Y | +93.3% | +455.2% | -361.9% | +41.5% |
| All | +5,033.1% | +14,767.1% | -9,734.0% | +2,651.1% |
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