+1,776.8%
WWD vs BR
+1,286.0%
+490.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -0.4% |
| 7D | +0.8% | -5.9% | +6.7% | +4.9% |
| 30D | -6.4% | +1.9% | -8.3% | -8.2% |
| 3M | -5.6% | +14.7% | -20.3% | -15.4% |
| 6M | -9.1% | -12.8% | +3.7% | -3.3% |
| YTD | +12.5% | -23.0% | +35.6% | +28.5% |
| 1Y | +41.3% | -31.7% | +73.0% | +75.1% |
| 3Y | +170.2% | -4.8% | +175.0% | +157.1% |
| 5Y | +192.5% | +7.8% | +184.7% | +146.4% |
| 10Y | +476.9% | +184.1% | +292.8% | +122.3% |
| All | +1,776.8% | +1,286.0% | +490.8% | +106.9% |
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