+6,292.4%
WDC vs WWD
+14,767.1%
-8,474.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | +0.2% |
| 7D | +16.3% | +8.2% | +8.1% | +12.6% |
| 30D | -18.3% | -0.2% | -18.1% | -17.9% |
| 3M | -31.4% | -8.4% | -23.0% | -28.5% |
| 6M | -36.3% | -9.5% | -26.8% | -33.3% |
| YTD | +80.8% | +10.1% | +70.8% | +75.8% |
| 1Y | +87.7% | +21.6% | +66.1% | +74.8% |
| 3Y | +819.4% | +149.6% | +669.9% | +539.4% |
| 5Y | +583.2% | +191.3% | +391.9% | +340.0% |
| 10Y | +689.8% | +455.2% | +234.6% | +285.0% |
| All | +6,292.4% | +14,767.1% | -8,474.7% | +1,406.8% |
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