+8,001.9%
WWD vs BRKR
+172.5%
+7,829.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | -2.6% | -8.7% | +6.1% | -0.8% |
| 30D | -6.9% | -9.9% | +2.9% | -5.1% |
| 3M | -13.0% | -3.1% | -10.0% | -13.7% |
| 6M | -12.5% | +45.5% | -57.9% | -20.6% |
| YTD | +11.8% | +13.7% | -1.8% | +6.2% |
| 1Y | +41.1% | +67.4% | -26.4% | +23.3% |
| 3Y | +163.1% | -13.2% | +176.3% | +153.6% |
| 5Y | +187.6% | -39.5% | +227.1% | +193.7% |
| 10Y | +494.6% | +153.5% | +341.1% | +363.5% |
| All | +8,001.9% | +172.5% | +7,829.5% | +4,681.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling