+504.4%
NOW vs WWD
+442.7%
+61.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | -0.1% | -1.5% |
| 7D | -1.7% | +8.2% | -9.8% | -3.7% |
| 30D | -27.4% | -0.2% | -27.2% | -27.6% |
| 3M | -19.4% | -8.4% | -11.0% | -18.1% |
| 6M | +13.1% | -9.5% | +22.6% | +13.8% |
| YTD | -34.3% | +10.1% | -44.4% | -39.2% |
| 1Y | -41.8% | +21.6% | -63.3% | -48.1% |
| 3Y | -20.7% | +149.6% | -170.3% | -45.4% |
| 5Y | -27.2% | +191.3% | -218.5% | -53.0% |
| All | +504.4% | +442.7% | +61.7% | +209.7% |
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 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