+53.4%
BHP vs WWD
+27.2%
+26.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +3.2% |
| 7D | -2.5% | +7.3% | -9.9% | -5.1% |
| 30D | -7.7% | -2.0% | -5.7% | -7.2% |
| 3M | -6.4% | -12.6% | +6.2% | -2.2% |
| 6M | +5.2% | -8.4% | +13.6% | +7.4% |
| YTD | +38.3% | +8.2% | +30.1% | +36.9% |
| 1Y | +53.4% | +26.5% | +26.9% | +48.8% |
| All | +53.4% | +27.2% | +26.2% | +48.8% |
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 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