+170.9%
WAB vs WWD
+164.2%
+6.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.3% |
| 7D | +1.7% | +0.8% | +0.9% | +1.3% |
| 30D | -2.4% | -6.4% | +4.0% | 0.0% |
| 3M | +9.7% | -5.6% | +15.3% | +11.4% |
| 6M | +16.5% | -9.1% | +25.6% | +19.7% |
| YTD | +33.7% | +12.5% | +21.2% | +25.2% |
| 1Y | +49.7% | +41.3% | +8.3% | +26.4% |
| 3Y | +170.9% | +170.2% | +0.7% | +74.4% |
| All | +170.9% | +164.2% | +6.8% | +74.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling