+25.3%
U vs WWD
+23.9%
+1.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.0% | +1.2% |
| 7D | +2.8% | +8.2% | -5.3% | +2.4% |
| 30D | +7.6% | -0.2% | +7.8% | +7.5% |
| 3M | +12.7% | -8.4% | +21.1% | +12.7% |
| 6M | +87.0% | -9.5% | +96.5% | +85.3% |
| YTD | +13.6% | +10.1% | +3.5% | +9.8% |
| 1Y | +25.3% | +21.6% | +3.7% | +18.7% |
| All | +25.3% | +23.9% | +1.4% | +18.7% |
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