+462.7%
WWD vs COO
+40.7%
+422.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.5% | +2.4% | +3.8% |
| 7D | +4.2% | +4.3% | -0.1% | +2.1% |
| 30D | -0.8% | +17.6% | -18.4% | -8.3% |
| 3M | -8.2% | -13.9% | +5.7% | -2.8% |
| 6M | -9.8% | +6.6% | -16.4% | -14.7% |
| YTD | +10.4% | -22.0% | +32.4% | +21.6% |
| 1Y | +25.5% | -8.8% | +34.3% | +27.8% |
| 3Y | +155.8% | -21.5% | +177.3% | +164.3% |
| 5Y | +187.3% | -41.0% | +228.3% | +241.9% |
| 10Y | +462.7% | +40.9% | +421.8% | +400.3% |
| All | +462.7% | +40.7% | +422.0% | +400.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling