+33.2%
BE vs WWD
+25.7%
+7.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.7% | -4.7% |
| 7D | -13.4% | +0.4% | -13.8% | -13.0% |
| 30D | -33.9% | -0.4% | -33.5% | -32.9% |
| 3M | -12.0% | -6.1% | -5.9% | -6.2% |
| 6M | -29.0% | -9.5% | -19.5% | -23.0% |
| YTD | +113.4% | +10.8% | +102.6% | +90.6% |
| 1Y | +33.2% | +23.5% | +9.6% | +9.6% |
| All | +33.2% | +25.7% | +7.5% | +9.6% |
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