+911.5%
BE vs WWD
+338.0%
+573.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.1% | +6.3% | +6.6% |
| 7D | +20.0% | +1.3% | +18.7% | +19.0% |
| 30D | +7.9% | -7.2% | +15.1% | +14.0% |
| 3M | -13.2% | -3.8% | -9.4% | -11.3% |
| 6M | +53.5% | -9.9% | +63.4% | +64.9% |
| YTD | +191.0% | +14.8% | +176.2% | +163.0% |
| 1Y | +360.5% | +42.1% | +318.4% | +262.3% |
| 3Y | +1,568.0% | +170.8% | +1,397.2% | +738.8% |
| 5Y | +1,055.2% | +197.5% | +857.7% | +440.2% |
| All | +911.5% | +338.0% | +573.5% | +245.2% |
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