+437.9%
WWD vs DAR
+311.7%
+126.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -1.0% |
| 7D | +4.0% | +11.6% | -7.6% | +0.2% |
| 30D | +0.4% | -10.2% | +10.6% | +4.0% |
| 3M | -7.9% | -14.8% | +6.9% | -3.5% |
| 6M | -10.6% | -10.1% | -0.6% | -8.9% |
| YTD | +9.4% | +55.5% | -46.1% | -9.2% |
| 1Y | +25.7% | +61.7% | -35.9% | +2.8% |
| 3Y | +148.5% | +37.2% | +111.4% | +100.4% |
| 5Y | +189.5% | -26.9% | +216.4% | +187.3% |
| All | +437.9% | +311.7% | +126.2% | +122.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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