+4,092.2%
WAB vs WWD
+20,008.6%
-15,916.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | +0.3% |
| 7D | -3.2% | +1.3% | -4.5% | -3.7% |
| 30D | -4.4% | -7.2% | +2.7% | -1.6% |
| 3M | +7.9% | -3.8% | +11.7% | +8.9% |
| 6M | +8.7% | -9.9% | +18.6% | +12.3% |
| YTD | +33.0% | +14.8% | +18.2% | +23.6% |
| 1Y | +46.7% | +42.1% | +4.6% | +24.2% |
| 3Y | +153.0% | +170.8% | -17.8% | +60.8% |
| 5Y | +222.3% | +197.5% | +24.8% | +93.6% |
| 10Y | +291.0% | +477.8% | -186.8% | +72.8% |
| All | +4,092.2% | +20,008.6% | -15,916.3% | +819.2% |
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