+1,784.6%
BE vs WWD
+164.2%
+1,620.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.0% | +11.6% | +11.3% |
| 7D | +29.8% | +0.8% | +29.0% | +28.9% |
| 30D | +26.4% | -6.4% | +32.8% | +33.5% |
| 3M | +9.3% | -5.6% | +14.9% | +13.1% |
| 6M | +105.1% | -9.1% | +114.2% | +118.4% |
| YTD | +219.0% | +12.5% | +206.5% | +184.3% |
| 1Y | +418.8% | +41.3% | +377.4% | +288.7% |
| 3Y | +1,784.6% | +170.2% | +1,614.3% | +712.6% |
| All | +1,784.6% | +164.2% | +1,620.4% | +712.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling