+1,394.6%
WDC vs WWD
+167.9%
+1,226.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.4% |
| 7D | +7.5% | +0.6% | +6.8% | +6.9% |
| 30D | +10.1% | -5.1% | +15.2% | +14.1% |
| 3M | -6.8% | -11.2% | +4.4% | +1.1% |
| 6M | +84.1% | -12.0% | +96.2% | +100.2% |
| YTD | +180.3% | +12.0% | +168.3% | +160.3% |
| 1Y | +411.1% | +42.8% | +368.3% | +302.8% |
| All | +1,394.6% | +167.9% | +1,226.7% | +787.1% |
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 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