+1,724.7%
WWD vs BR
+1,481.8%
+242.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | +4.0% | +1.1% | +2.9% | +3.3% |
| 30D | +0.4% | +14.4% | -14.0% | -8.6% |
| 3M | -7.9% | +12.4% | -20.3% | -15.9% |
| 6M | -10.6% | +35.4% | -46.1% | -29.4% |
| YTD | +9.4% | -12.2% | +21.6% | +13.5% |
| 1Y | +25.7% | -12.7% | +38.5% | +31.1% |
| 3Y | +148.5% | +14.3% | +134.3% | +107.0% |
| 5Y | +189.5% | +19.3% | +170.2% | +127.8% |
| 10Y | +451.8% | +278.1% | +173.6% | +72.0% |
| All | +1,724.7% | +1,481.8% | +242.9% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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