+298.2%
WBD vs WWD
+2,725.6%
-2,427.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.8% |
| 7D | -1.8% | +1.3% | -3.1% | -2.3% |
| 30D | +8.8% | -7.2% | +15.9% | +11.5% |
| 3M | +4.6% | -3.8% | +8.5% | +5.1% |
| 6M | +1.1% | -9.9% | +11.0% | +3.1% |
| YTD | -2.0% | +14.8% | -16.8% | -9.2% |
| 1Y | +140.0% | +42.1% | +97.9% | +103.9% |
| 3Y | +144.4% | +170.8% | -26.4% | +60.5% |
| 5Y | -0.2% | +197.5% | -197.7% | -37.3% |
| 10Y | +9.1% | +477.8% | -468.7% | -49.2% |
| All | +298.2% | +2,725.6% | -2,427.4% | +11.1% |
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 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