+20.3%
WM vs NDAQ
+27.2%
-6.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.3% | -2.1% |
| 7D | +1.2% | +0.8% | +0.4% | +1.1% |
| 30D | +13.1% | +16.5% | -3.4% | +10.6% |
| 3M | +3.6% | +13.5% | -9.9% | +1.6% |
| 6M | +8.1% | +20.9% | -12.9% | +5.1% |
| YTD | +8.9% | +11.4% | -2.5% | +5.9% |
| 1Y | +20.3% | +25.9% | -5.6% | +16.3% |
| All | +20.3% | +27.2% | -6.9% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling