+151.8%
WWD vs BB
+154.6%
-2.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.5% |
| 7D | +0.4% | +11.6% | -11.2% | -0.6% |
| 30D | -0.4% | +2.6% | -3.0% | -0.8% |
| 3M | -6.1% | +3.5% | -9.6% | -6.7% |
| 6M | -9.5% | +43.5% | -53.0% | -14.1% |
| YTD | +10.8% | +141.2% | -130.4% | -1.5% |
| 1Y | +23.5% | +97.4% | -73.9% | +12.4% |
| All | +151.8% | +154.6% | -2.8% | +116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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