+26.5%
WWD vs EXEL
+92.4%
-65.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | +7.3% | +9.8% | -2.4% | +5.1% |
| 30D | -2.0% | +23.6% | -25.6% | -6.8% |
| 3M | -12.6% | +29.9% | -42.5% | -18.1% |
| 6M | -8.4% | +64.7% | -73.1% | -20.2% |
| YTD | +8.2% | +66.0% | -57.7% | -6.6% |
| 1Y | +26.5% | +92.0% | -65.4% | +1.4% |
| All | +26.5% | +92.4% | -65.9% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling