+13.6%
TPR vs WWD
+40.3%
-26.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.0% | -1.7% | -3.1% |
| 7D | -3.4% | +0.8% | -4.2% | -3.6% |
| 30D | -27.3% | -6.4% | -20.9% | -25.8% |
| 3M | -16.2% | -5.6% | -10.6% | -15.9% |
| 6M | -17.9% | -9.1% | -8.8% | -16.5% |
| YTD | -7.1% | +12.5% | -19.6% | -9.5% |
| 1Y | +13.6% | +41.3% | -27.7% | +7.6% |
| All | +13.6% | +40.3% | -26.7% | +7.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling