+462.7%
WWD vs ALK
-37.5%
+500.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +7.1% | -2.2% | +1.9% |
| 7D | +4.2% | +8.9% | -4.7% | +0.1% |
| 30D | -0.8% | +5.9% | -6.7% | -3.9% |
| 3M | -8.2% | -16.5% | +8.4% | -2.0% |
| 6M | -9.8% | +2.1% | -12.0% | -12.9% |
| YTD | +10.4% | -17.1% | +27.5% | +14.9% |
| 1Y | +25.5% | -2.9% | +28.3% | +21.3% |
| 3Y | +155.8% | +24.5% | +131.3% | +95.7% |
| 5Y | +187.3% | -29.1% | +216.4% | +181.3% |
| 10Y | +462.7% | -39.1% | +501.8% | +355.5% |
| All | +462.7% | -37.5% | +500.2% | +355.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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