+187.3%
WWD vs DAR
-37.0%
+224.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.7% | +0.3% | +4.1% |
| 7D | +4.2% | -2.8% | +6.9% | +4.7% |
| 30D | -0.8% | -12.8% | +12.1% | +1.6% |
| 3M | -8.2% | -11.6% | +3.4% | -6.5% |
| 6M | -9.8% | -16.8% | +6.9% | -7.5% |
| YTD | +10.4% | +45.9% | -35.5% | +0.2% |
| 1Y | +25.5% | +61.5% | -36.0% | +11.4% |
| 3Y | +155.8% | +23.0% | +132.8% | +130.9% |
| 5Y | +187.3% | -35.8% | +223.2% | +209.0% |
| All | +187.3% | -37.0% | +224.3% | +209.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling