+495.3%
WWD vs BBWI
-58.2%
+553.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | +1.1% |
| 7D | +0.6% | -4.4% | +5.1% | +1.7% |
| 30D | -5.1% | -7.4% | +2.3% | -3.7% |
| 3M | -11.2% | -2.2% | -9.0% | -11.5% |
| 6M | -12.0% | -16.3% | +4.3% | -9.7% |
| YTD | +12.0% | -9.1% | +21.1% | +11.7% |
| 1Y | +42.8% | -34.5% | +77.3% | +52.5% |
| 3Y | +168.9% | -47.0% | +215.9% | +186.0% |
| 5Y | +192.2% | -68.8% | +261.0% | +242.6% |
| 10Y | +495.3% | -57.4% | +552.6% | +351.6% |
| All | +495.3% | -58.2% | +553.5% | +351.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling