+86.4%
F vs WAB
+283.1%
-196.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.6% | -4.8% | -4.6% |
| 7D | +1.2% | +1.7% | -0.5% | +0.2% |
| 30D | +1.2% | -2.4% | +3.6% | +2.6% |
| 3M | -5.7% | +9.7% | -15.3% | -11.4% |
| 6M | +17.9% | +16.5% | +1.4% | +6.6% |
| YTD | +10.4% | +33.7% | -23.3% | -7.9% |
| 1Y | +25.3% | +49.7% | -24.3% | -2.4% |
| 3Y | +37.5% | +170.9% | -133.5% | -26.5% |
| 5Y | +46.5% | +228.0% | -181.5% | -29.2% |
| 10Y | +86.4% | +284.8% | -198.4% | -29.3% |
| All | +86.4% | +283.1% | -196.7% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WAB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling