+4,005.9%
WWD vs EXR
+3,090.1%
+915.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.1% | +0.8% |
| 7D | +0.4% | +1.7% | -1.3% | -0.6% |
| 30D | -0.4% | +18.0% | -18.5% | -9.4% |
| 3M | -6.1% | +9.7% | -15.7% | -11.1% |
| 6M | -9.5% | +13.4% | -23.0% | -16.3% |
| YTD | +10.8% | +26.3% | -15.5% | -3.6% |
| 1Y | +23.5% | +27.6% | -4.0% | +6.8% |
| 3Y | +151.3% | +52.2% | +99.1% | +86.8% |
| 5Y | +187.8% | -1.1% | +188.9% | +162.1% |
| 10Y | +461.1% | +216.8% | +244.3% | +133.3% |
| All | +4,005.9% | +3,090.1% | +915.8% | +301.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 all: compounded portfolio wealth divided by compounded EXR 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…
all analysis · Full analysis span regression · 6 months rolling