+19.9%
WM vs NDAQ
+26.5%
-6.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +0.8% | 0.0% | +0.8% | +0.7% |
| 30D | +13.8% | +16.3% | -2.5% | +11.2% |
| 3M | +6.4% | +15.8% | -9.4% | +4.0% |
| 6M | +13.2% | +24.8% | -11.6% | +9.7% |
| YTD | +10.8% | +14.1% | -3.3% | +7.3% |
| All | +19.9% | +26.5% | -6.7% | +15.1% |
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