+200.5%
P vs WWD
+148.2%
+52.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | +11.6% | +4.0% | +7.7% | +9.5% |
| 30D | -23.7% | +0.4% | -24.1% | -23.6% |
| 3M | -8.0% | -7.9% | -0.1% | -3.9% |
| 6M | +27.9% | -10.6% | +38.5% | +33.7% |
| YTD | +61.2% | +9.4% | +51.8% | +48.1% |
| 1Y | +28.6% | +25.7% | +2.9% | +9.1% |
| 3Y | +200.5% | +148.5% | +51.9% | +116.3% |
| All | +200.5% | +148.2% | +52.3% | +116.3% |
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 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