+289.9%
WAB vs WWD
+479.8%
-189.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +0.2% | +0.6% | -0.4% | -0.1% |
| 30D | -4.6% | -5.1% | +0.5% | -2.2% |
| 3M | +5.6% | -11.2% | +16.9% | +11.2% |
| 6M | +13.8% | -12.0% | +25.8% | +19.6% |
| YTD | +31.9% | +12.0% | +19.9% | +21.5% |
| 1Y | +48.3% | +42.8% | +5.5% | +19.5% |
| 3Y | +167.1% | +168.9% | -1.8% | +49.4% |
| 5Y | +222.9% | +192.2% | +30.7% | +67.5% |
| 10Y | +289.9% | +495.3% | -205.3% | +34.1% |
| All | +289.9% | +479.8% | -189.9% | +34.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling