+228.0%
WAB vs WWD
+192.1%
+35.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.4% |
| 7D | +1.7% | +0.8% | +0.9% | +1.3% |
| 30D | -2.4% | -6.4% | +4.0% | +0.2% |
| 3M | +9.7% | -5.6% | +15.3% | +11.6% |
| 6M | +16.5% | -9.1% | +25.6% | +20.0% |
| YTD | +33.7% | +12.5% | +21.2% | +24.3% |
| 1Y | +49.7% | +41.3% | +8.3% | +24.4% |
| 3Y | +170.9% | +170.2% | +0.7% | +60.7% |
| 5Y | +228.0% | +192.5% | +35.6% | +79.5% |
| All | +228.0% | +192.1% | +35.9% | +79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling