+159.5%
WWD vs BTG
+94.1%
+65.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.1% |
| 7D | -2.9% | -5.5% | +2.6% | -2.2% |
| 30D | -6.6% | +6.1% | -12.7% | -7.4% |
| 3M | -9.3% | +38.6% | -48.0% | -13.6% |
| 6M | -13.6% | +0.7% | -14.3% | -14.7% |
| YTD | +10.4% | +20.3% | -10.0% | +6.2% |
| 1Y | +39.9% | +25.0% | +14.8% | +33.1% |
| All | +159.5% | +94.1% | +65.4% | +127.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling