+441.2%
WWD vs BBWI
-48.2%
+489.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +1.0% | -1.2% |
| 7D | +8.2% | -4.5% | +12.7% | +9.4% |
| 30D | -0.2% | +17.1% | -17.3% | -4.3% |
| 3M | -8.4% | +17.5% | -25.9% | -12.9% |
| 6M | -9.5% | +12.8% | -22.3% | -13.8% |
| YTD | +10.1% | +8.2% | +1.9% | +4.6% |
| 1Y | +21.6% | -1.8% | +23.4% | +16.8% |
| 3Y | +149.6% | -25.8% | +175.3% | +142.2% |
| 5Y | +191.3% | -68.0% | +259.3% | +240.3% |
| All | +441.2% | -48.2% | +489.4% | +275.9% |
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