+11.2%
P vs WWD
+25.3%
-14.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.9% | +1.4% | +4.2% |
| 7D | -9.6% | +4.2% | -13.8% | -10.7% |
| 30D | -33.4% | -0.8% | -32.7% | -33.0% |
| 3M | +14.2% | -8.2% | +22.4% | +17.8% |
| 6M | +31.6% | -9.8% | +41.4% | +35.5% |
| YTD | +53.5% | +10.4% | +43.1% | +40.8% |
| All | +11.2% | +25.3% | -14.0% | -5.3% |
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