+9,498.7%
WDC vs WWD
+15,408.5%
-5,909.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.8% | +5.4% |
| 7D | +1.7% | +1.3% | +0.5% | +1.2% |
| 30D | -10.0% | -7.2% | -2.8% | -7.0% |
| 3M | -18.8% | -3.8% | -14.9% | -17.4% |
| 6M | +79.0% | -9.9% | +88.9% | +87.6% |
| YTD | +171.6% | +14.8% | +156.7% | +158.0% |
| 1Y | +417.4% | +42.1% | +375.3% | +349.2% |
| 3Y | +1,251.8% | +170.8% | +1,081.0% | +802.9% |
| 5Y | +911.7% | +197.5% | +714.2% | +541.5% |
| 10Y | +1,399.6% | +477.8% | +921.8% | +614.4% |
| All | +9,498.7% | +15,408.5% | -5,909.8% | +2,111.9% |
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