+360.5%
BE vs WWD
+41.9%
+318.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.1% | +6.3% | +6.4% |
| 7D | +20.0% | +1.3% | +18.7% | +18.7% |
| 30D | +7.9% | -7.2% | +15.1% | +15.4% |
| 3M | -13.2% | -3.8% | -9.4% | -11.9% |
| 6M | +53.5% | -9.9% | +63.4% | +66.2% |
| YTD | +191.0% | +14.8% | +176.2% | +140.6% |
| 1Y | +360.5% | +42.1% | +318.4% | +205.5% |
| All | +360.5% | +41.9% | +318.6% | +205.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling