+146.3%
WWD vs ALK
+16.0%
+130.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.8% | +3.2% |
| 7D | +4.2% | +9.0% | -4.9% | +1.7% |
| 30D | -2.1% | -1.6% | -0.5% | -2.0% |
| 3M | -13.2% | -23.2% | +10.0% | -7.5% |
| 6M | -16.9% | -3.9% | -13.0% | -16.9% |
| YTD | +5.2% | -22.6% | +27.8% | +9.4% |
| 1Y | +20.6% | -5.3% | +25.9% | +20.2% |
| 3Y | +146.3% | +18.6% | +127.7% | +143.8% |
| All | +146.3% | +16.0% | +130.4% | +143.8% |
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