+992.6%
WDC vs WWD
+192.1%
+800.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +3.4% |
| 7D | +6.0% | +0.8% | +5.2% | +5.4% |
| 30D | +9.9% | -6.4% | +16.4% | +14.6% |
| 3M | -9.4% | -5.6% | -3.8% | -6.3% |
| 6M | +94.7% | -9.1% | +103.8% | +106.4% |
| YTD | +177.4% | +12.5% | +164.8% | +159.3% |
| 1Y | +412.6% | +41.3% | +371.3% | +316.9% |
| 3Y | +1,359.8% | +170.2% | +1,189.5% | +723.7% |
| 5Y | +992.6% | +192.5% | +800.1% | +452.5% |
| All | +992.6% | +192.1% | +800.5% | +452.5% |
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