+11,188.2%
WWD vs BB
+325.9%
+10,862.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.5% |
| 7D | +0.4% | +11.6% | -11.2% | -1.1% |
| 30D | -0.4% | +2.6% | -3.0% | -1.0% |
| 3M | -6.1% | +3.5% | -9.6% | -7.1% |
| 6M | -9.5% | +43.5% | -53.0% | -15.6% |
| YTD | +10.8% | +141.2% | -130.4% | -4.4% |
| 1Y | +23.5% | +97.4% | -73.9% | +9.2% |
| 3Y | +151.3% | +151.1% | +0.2% | +106.8% |
| 5Y | +187.8% | -12.8% | +200.6% | +165.3% |
| 10Y | +461.1% | +27.5% | +433.6% | +326.8% |
| All | +11,188.2% | +325.9% | +10,862.2% | +8,932.9% |
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