+11,596.6%
WWD vs BB
+258.8%
+11,337.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.3% | -5.6% | +6.9% | +2.1% |
| 30D | -7.2% | -11.8% | +4.6% | -5.7% |
| 3M | -3.8% | -25.5% | +21.7% | -1.0% |
| 6M | -9.9% | +121.3% | -131.2% | -20.9% |
| YTD | +14.8% | +103.2% | -88.3% | +1.9% |
| 1Y | +42.1% | +102.6% | -60.6% | +25.4% |
| 3Y | +170.8% | +37.5% | +133.3% | +141.7% |
| 5Y | +197.5% | -30.4% | +228.0% | +182.9% |
| 10Y | +477.8% | 0.0% | +477.8% | +356.2% |
| All | +11,596.6% | +258.8% | +11,337.8% | +9,525.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling