+465.4%
BE vs WWD
+190.4%
+275.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.9% | +7.0% | +7.6% |
| 7D | -1.2% | +4.2% | -5.4% | -3.5% |
| 30D | -30.9% | -0.8% | -30.1% | -29.5% |
| 3M | -11.6% | -8.2% | -3.4% | -3.6% |
| 6M | -25.7% | -9.8% | -15.9% | -18.5% |
| YTD | +123.1% | +10.4% | +112.7% | +105.2% |
| 1Y | +43.4% | +25.5% | +17.9% | +18.7% |
| 3Y | +1,683.6% | +155.8% | +1,527.8% | +702.5% |
| 5Y | +465.4% | +187.3% | +278.1% | +114.8% |
| All | +465.4% | +190.4% | +275.0% | +114.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling