+112.5%
NET vs WWD
+198.3%
-85.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.0% | -2.5% |
| 7D | -7.0% | +1.3% | -8.3% | -7.6% |
| 30D | -4.8% | -7.2% | +2.4% | -1.1% |
| 3M | +3.8% | -3.8% | +7.7% | +3.7% |
| 6M | +50.0% | -9.9% | +60.0% | +53.3% |
| YTD | +41.5% | +14.8% | +26.7% | +22.1% |
| 1Y | +32.8% | +42.1% | -9.2% | -2.2% |
| 3Y | +335.9% | +170.8% | +165.1% | +92.1% |
| All | +112.5% | +198.3% | -85.8% | -22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling