+289.9%
WAB vs DRI
+348.4%
-58.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.7% |
| 7D | +0.2% | -4.8% | +5.1% | +2.3% |
| 30D | -4.6% | -3.9% | -0.6% | -3.2% |
| 3M | +5.6% | +5.1% | +0.6% | +2.9% |
| 6M | +13.8% | +5.5% | +8.3% | +10.4% |
| YTD | +31.9% | +16.5% | +15.4% | +22.4% |
| 1Y | +48.3% | +2.0% | +46.3% | +44.7% |
| 3Y | +167.1% | +54.5% | +112.6% | +114.3% |
| 5Y | +222.9% | +66.6% | +156.3% | +146.6% |
| 10Y | +289.9% | +353.6% | -63.7% | +78.2% |
| All | +289.9% | +348.4% | -58.5% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded DRI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling