+333.1%
C vs WWD
+13,645.4%
-13,312.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -6.0% | +0.9% | -2.3% |
| 7D | -5.3% | -2.6% | -2.7% | -4.3% |
| 30D | -7.3% | -7.7% | +0.4% | -4.1% |
| 3M | -13.5% | -17.7% | +4.3% | -5.8% |
| 6M | -6.5% | -15.9% | +9.4% | -0.1% |
| YTD | +3.6% | +1.8% | +1.8% | +0.5% |
| 1Y | +18.9% | +17.4% | +1.5% | +7.3% |
| 3Y | +205.0% | +137.1% | +67.9% | +93.1% |
| 5Y | +109.4% | +162.4% | -53.0% | +22.8% |
| 10Y | +232.9% | +452.5% | -219.6% | +34.5% |
| All | +333.1% | +13,645.4% | -13,312.3% | -3.5% |
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