+163.1%
WWD vs NTR
+36.8%
+126.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.4% |
| 7D | -2.6% | -1.3% | -1.3% | -2.5% |
| 30D | -6.9% | +16.8% | -23.7% | -8.2% |
| 3M | -13.0% | +20.7% | -33.8% | -14.7% |
| 6M | -12.5% | +0.5% | -13.0% | -12.4% |
| YTD | +11.8% | +29.2% | -17.3% | +6.6% |
| 1Y | +41.1% | +39.6% | +1.5% | +32.2% |
| 3Y | +163.1% | +37.9% | +125.2% | +145.7% |
| All | +163.1% | +36.8% | +126.3% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 3y: compounded portfolio wealth divided by compounded NTR 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…
3y analysis · Full analysis span regression · 6 months rolling