+45.6%
C vs WWD
+40.3%
+5.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.1% |
| 7D | +3.2% | +0.8% | +2.4% | +2.9% |
| 30D | +1.3% | -6.4% | +7.7% | +3.4% |
| 3M | +3.1% | -5.6% | +8.7% | +4.6% |
| 6M | +29.6% | -9.1% | +38.7% | +32.3% |
| YTD | +19.0% | +12.5% | +6.4% | +16.0% |
| 1Y | +45.6% | +41.3% | +4.3% | +37.0% |
| All | +45.6% | +40.3% | +5.3% | +37.0% |
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 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