+82.9%
BHP vs WWD
+167.9%
-85.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +0.9% | +0.6% | +0.3% | +0.7% |
| 30D | +4.0% | -5.1% | +9.1% | +5.5% |
| 3M | +11.3% | -11.2% | +22.5% | +14.8% |
| 6M | +29.3% | -12.0% | +41.4% | +33.3% |
| YTD | +59.2% | +12.0% | +47.2% | +53.7% |
| 1Y | +80.8% | +42.8% | +38.0% | +62.9% |
| All | +82.9% | +167.9% | -85.0% | +38.0% |
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