+3.6%
EXE vs WWD
+41.9%
-38.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.2% | -1.1% |
| 7D | -0.3% | +1.3% | -1.5% | -0.1% |
| 30D | +8.5% | -7.2% | +15.6% | +7.9% |
| 3M | +5.5% | -3.8% | +9.3% | +5.1% |
| 6M | -5.9% | -9.9% | +4.0% | -6.2% |
| YTD | -9.7% | +14.8% | -24.5% | -10.4% |
| 1Y | +3.6% | +42.1% | -38.5% | +0.9% |
| All | +3.6% | +41.9% | -38.3% | +0.9% |
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