+17.4%
WWD vs BRKR
+47.8%
-30.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -9.0% | +3.0% | -4.6% |
| 7D | -2.6% | -6.4% | +3.8% | -1.6% |
| 30D | -7.7% | -4.0% | -3.7% | -7.2% |
| 3M | -17.7% | +10.7% | -28.5% | -19.5% |
| 6M | -15.9% | +53.0% | -68.9% | -29.0% |
| YTD | +1.8% | +23.6% | -21.9% | -10.3% |
| 1Y | +17.4% | +45.0% | -27.6% | -6.2% |
| All | +17.4% | +47.8% | -30.4% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling