+977.1%
BE vs WWD
+327.2%
+649.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.5% |
| 7D | +23.9% | +0.6% | +23.3% | +23.4% |
| 30D | +27.8% | -5.1% | +32.9% | +32.7% |
| 3M | +3.7% | -11.2% | +15.0% | +12.2% |
| 6M | +78.0% | -12.0% | +90.0% | +93.3% |
| YTD | +209.9% | +12.0% | +197.9% | +184.8% |
| 1Y | +389.6% | +42.8% | +346.8% | +283.6% |
| 3Y | +1,730.6% | +168.9% | +1,561.6% | +824.5% |
| 5Y | +1,227.8% | +192.2% | +1,035.6% | +528.6% |
| All | +977.1% | +327.2% | +649.9% | +273.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling