+68.9%
NI vs WWD
+167.9%
-99.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.5% |
| 7D | +1.3% | +0.6% | +0.6% | +1.2% |
| 30D | -0.3% | -5.1% | +4.8% | +0.3% |
| 3M | -9.5% | -11.2% | +1.8% | -8.5% |
| 6M | -10.2% | -12.0% | +1.8% | -9.4% |
| YTD | +1.8% | +12.0% | -10.2% | -0.8% |
| 1Y | +5.7% | +42.8% | -37.1% | -1.0% |
| All | +68.9% | +167.9% | -99.0% | +33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling