+60.3%
HAS vs WWD
+24.1%
+36.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.7% |
| 7D | +3.3% | +0.4% | +2.8% | +3.2% |
| 30D | +30.5% | -0.4% | +31.0% | +30.5% |
| 3M | +29.9% | -6.1% | +36.0% | +31.1% |
| 6M | +26.5% | -9.5% | +36.1% | +28.3% |
| YTD | +51.9% | +10.8% | +41.1% | +47.1% |
| All | +60.3% | +24.1% | +36.2% | +50.6% |
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