+15,273.9%
WWD vs RJF
+13,854.4%
+1,419.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.6% |
| 7D | +0.8% | +1.8% | -1.0% | 0.0% |
| 30D | -6.4% | 0.0% | -6.4% | -6.5% |
| 3M | -5.6% | +18.0% | -23.6% | -12.4% |
| 6M | -9.1% | +17.0% | -26.1% | -15.4% |
| YTD | +12.5% | +11.1% | +1.4% | +6.7% |
| 1Y | +41.3% | +8.0% | +33.4% | +35.4% |
| 3Y | +170.2% | +73.3% | +96.9% | +107.4% |
| 5Y | +192.5% | +107.4% | +85.1% | +103.2% |
| 10Y | +476.9% | +428.5% | +48.4% | +172.3% |
| All | +15,273.9% | +13,854.4% | +1,419.5% | +3,994.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling