+11,043.9%
WWD vs BB
+314.8%
+10,729.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | +4.0% | +1.8% | +2.1% | +3.7% |
| 30D | +0.4% | +8.1% | -7.7% | -0.9% |
| 3M | -7.9% | -1.0% | -6.9% | -8.3% |
| 6M | -10.6% | +45.9% | -56.5% | -16.9% |
| YTD | +9.4% | +134.8% | -125.4% | -5.3% |
| 1Y | +25.7% | +104.6% | -78.9% | +10.6% |
| 3Y | +148.5% | +152.8% | -4.3% | +104.4% |
| 5Y | +189.5% | -17.4% | +206.9% | +168.9% |
| 10Y | +451.8% | +22.4% | +429.3% | +322.0% |
| All | +11,043.9% | +314.8% | +10,729.2% | +8,849.4% |
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