+474.4%
WWD vs DAR
+375.1%
+99.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -0.9% |
| 7D | -2.9% | +0.9% | -3.8% | -3.2% |
| 30D | -6.6% | +6.4% | -13.0% | -8.8% |
| 3M | -9.3% | +13.2% | -22.6% | -14.1% |
| 6M | -13.6% | +26.2% | -39.8% | -21.9% |
| YTD | +10.4% | +84.4% | -74.0% | -13.2% |
| 1Y | +39.9% | +112.0% | -72.2% | +3.9% |
| 3Y | +165.0% | +13.4% | +151.7% | +135.5% |
| 5Y | +183.8% | -6.0% | +189.8% | +154.1% |
| All | +474.4% | +375.1% | +99.3% | +123.7% |
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