+170.2%
WWD vs RVTY
+16.6%
+153.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.4% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | -6.4% | +10.8% | -17.3% | -8.9% |
| 3M | -5.6% | +26.8% | -32.4% | -11.5% |
| 6M | -9.1% | +39.3% | -48.4% | -17.1% |
| YTD | +12.5% | +31.6% | -19.1% | +3.2% |
| 1Y | +41.3% | +47.7% | -6.4% | +26.0% |
| 3Y | +170.2% | +19.9% | +150.3% | +153.5% |
| All | +170.2% | +16.6% | +153.6% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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