+4,154.5%
WWD vs EXR
+2,662.2%
+1,492.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.8% |
| 7D | +1.3% | -2.6% | +3.9% | +2.8% |
| 30D | -7.2% | -7.2% | 0.0% | -3.3% |
| 3M | -3.8% | -3.5% | -0.3% | -2.4% |
| 6M | -9.9% | -5.3% | -4.6% | -7.4% |
| YTD | +14.8% | +9.4% | +5.5% | +8.6% |
| 1Y | +42.1% | +1.3% | +40.8% | +39.5% |
| 3Y | +170.8% | +22.4% | +148.4% | +127.0% |
| 5Y | +197.5% | -12.2% | +209.7% | +188.8% |
| 10Y | +477.8% | +148.6% | +329.2% | +176.4% |
| All | +4,154.5% | +2,662.2% | +1,492.2% | +352.5% |
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