+170.2%
WWD vs BWA
+72.9%
+97.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.5% |
| 7D | +0.8% | +4.3% | -3.5% | -0.3% |
| 30D | -6.4% | -2.9% | -3.5% | -5.7% |
| 3M | -5.6% | -12.4% | +6.8% | -2.5% |
| 6M | -9.1% | +28.6% | -37.7% | -15.5% |
| YTD | +12.5% | +48.2% | -35.7% | -0.9% |
| 1Y | +41.3% | +50.9% | -9.6% | +23.6% |
| 3Y | +170.2% | +72.2% | +98.1% | +116.1% |
| All | +170.2% | +72.9% | +97.3% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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