+182.3%
WWD vs BTG
+78.0%
+104.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | -2.6% | -3.8% | +1.2% | -2.0% |
| 30D | -6.9% | +3.6% | -10.6% | -7.6% |
| 3M | -13.0% | +32.0% | -45.1% | -17.4% |
| 6M | -12.5% | +3.4% | -15.8% | -14.0% |
| YTD | +11.8% | +20.8% | -8.9% | +6.4% |
| 1Y | +41.1% | +22.4% | +18.6% | +32.8% |
| 3Y | +163.1% | +91.7% | +71.3% | +122.2% |
| All | +182.3% | +78.0% | +104.3% | +141.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling