+130.5%
TD vs WWD
+149.7%
-19.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.1% |
| 7D | +0.6% | +8.2% | -7.6% | -0.6% |
| 30D | +5.0% | -0.2% | +5.1% | +4.9% |
| 3M | +1.1% | -8.4% | +9.5% | +2.2% |
| 6M | +16.5% | -9.5% | +26.0% | +17.5% |
| YTD | +34.3% | +10.1% | +24.2% | +32.3% |
| 1Y | +52.9% | +21.6% | +31.3% | +48.8% |
| All | +130.5% | +149.7% | -19.2% | +103.3% |
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