+1,381.0%
NET vs WWD
+214.5%
+1,166.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.0% |
| 7D | -16.4% | +7.3% | -23.7% | -18.1% |
| 30D | -25.8% | -2.0% | -23.9% | -25.4% |
| 3M | -11.5% | -12.6% | +1.0% | -8.3% |
| 6M | +18.9% | -8.4% | +27.3% | +20.3% |
| YTD | +35.2% | +8.2% | +27.0% | +28.5% |
| 1Y | +14.5% | +26.5% | -12.1% | +3.2% |
| 3Y | +313.8% | +152.2% | +161.6% | +203.3% |
| 5Y | +32.6% | +191.4% | -158.8% | -7.9% |
| All | +1,381.0% | +214.5% | +1,166.5% | +1,079.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling