+2,926.4%
V vs WWD
+1,235.3%
+1,691.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.0% | -1.3% |
| 7D | -1.7% | +1.3% | -3.0% | -2.1% |
| 30D | +2.0% | -7.2% | +9.1% | +4.3% |
| 3M | +17.4% | -3.8% | +21.2% | +17.8% |
| 6M | +17.5% | -9.9% | +27.4% | +19.5% |
| YTD | +7.6% | +14.8% | -7.2% | +0.1% |
| 1Y | +7.7% | +42.1% | -34.4% | -7.4% |
| 3Y | +54.7% | +170.8% | -116.1% | +3.5% |
| 5Y | +73.0% | +197.5% | -124.5% | +9.6% |
| 10Y | +390.9% | +477.8% | -87.0% | +128.6% |
| All | +2,926.4% | +1,235.3% | +1,691.1% | +936.1% |
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