+6,082.4%
TER vs WWD
+15,408.5%
-9,326.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.4% | +5.0% |
| 7D | +0.6% | +1.3% | -0.7% | +0.1% |
| 30D | -8.3% | -7.2% | -1.1% | -5.2% |
| 3M | -12.2% | -3.8% | -8.4% | -10.9% |
| 6M | +17.1% | -9.9% | +27.0% | +23.4% |
| YTD | +84.7% | +14.8% | +69.9% | +76.1% |
| 1Y | +199.9% | +42.1% | +157.9% | +160.5% |
| 3Y | +232.8% | +170.8% | +62.0% | +118.2% |
| 5Y | +198.6% | +197.5% | +1.1% | +86.7% |
| 10Y | +1,669.7% | +477.8% | +1,191.9% | +674.1% |
| All | +6,082.4% | +15,408.5% | -9,326.2% | +936.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling