+4,353.8%
WAB vs WWD
+19,176.9%
-14,823.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.4% |
| 7D | +7.9% | +8.2% | -0.2% | +4.5% |
| 30D | +4.9% | -0.2% | +5.1% | +4.9% |
| 3M | +1.8% | -8.4% | +10.2% | +5.3% |
| 6M | +12.0% | -9.5% | +21.5% | +15.7% |
| YTD | +41.3% | +10.1% | +31.2% | +33.4% |
| 1Y | +43.8% | +21.6% | +22.3% | +29.9% |
| 3Y | +171.1% | +149.6% | +21.5% | +78.1% |
| 5Y | +217.7% | +191.3% | +26.4% | +92.4% |
| 10Y | +272.3% | +455.2% | -182.8% | +67.1% |
| All | +4,353.8% | +19,176.9% | -14,823.0% | +892.5% |
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 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