+73.0%
CB vs WWD
+149.7%
-76.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.5% |
| 7D | 0.0% | +8.2% | -8.1% | -0.4% |
| 30D | +7.4% | -0.2% | +7.6% | +7.3% |
| 3M | +8.6% | -8.4% | +17.0% | +9.1% |
| 6M | +16.1% | -9.5% | +25.7% | +16.5% |
| YTD | +20.2% | +10.1% | +10.1% | +18.3% |
| 1Y | +27.2% | +21.6% | +5.6% | +23.8% |
| All | +73.0% | +149.7% | -76.7% | +52.4% |
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