+148.5%
WWD vs ALK
+13.2%
+135.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | -0.2% |
| 7D | +4.0% | -1.2% | +5.1% | +4.3% |
| 30D | +0.4% | +7.7% | -7.3% | -1.8% |
| 3M | -7.9% | -19.0% | +11.1% | -3.2% |
| 6M | -10.6% | -0.2% | -10.4% | -11.5% |
| YTD | +9.4% | -23.5% | +32.9% | +14.0% |
| 1Y | +25.7% | -9.1% | +34.9% | +26.4% |
| 3Y | +148.5% | +12.0% | +136.5% | +145.4% |
| All | +148.5% | +13.2% | +135.4% | +145.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling