+737.9%
BE vs WWD
+328.3%
+409.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.3% | +11.6% | +12.0% |
| 7D | +4.5% | +3.7% | +0.8% | +2.7% |
| 30D | -20.1% | +1.8% | -21.9% | -20.2% |
| 3M | -0.8% | -5.0% | +4.1% | +4.4% |
| 6M | -26.2% | -8.4% | -17.8% | -20.7% |
| YTD | +141.1% | +12.3% | +128.8% | +124.4% |
| 1Y | +64.8% | +26.2% | +38.6% | +41.6% |
| 3Y | +1,887.4% | +154.6% | +1,732.8% | +955.6% |
| 5Y | +518.1% | +195.3% | +322.8% | +195.4% |
| All | +737.9% | +328.3% | +409.6% | +194.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling