+330.3%
WM vs NDAQ
+471.8%
-141.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +3.2% | +1.3% | +1.9% | +2.7% |
| 30D | +13.0% | +18.0% | -4.9% | +6.4% |
| 3M | +9.2% | +11.5% | -2.3% | +4.8% |
| 6M | +13.6% | +21.1% | -7.4% | +5.3% |
| YTD | +12.4% | +12.8% | -0.4% | +6.2% |
| 1Y | +21.2% | +25.7% | -4.5% | +9.7% |
| 3Y | +48.7% | +116.8% | -68.1% | +5.3% |
| 5Y | +61.9% | +67.3% | -5.4% | +26.3% |
| All | +330.3% | +471.8% | -141.5% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling