+15,241.3%
WWD vs SPY
+3,005.7%
+12,235.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | -0.1% |
| 7D | +3.7% | -0.9% | +4.6% | +4.9% |
| 30D | +1.8% | -2.4% | +4.2% | +4.6% |
| 3M | -5.0% | -1.2% | -3.8% | -3.6% |
| 6M | -8.4% | +3.3% | -11.7% | -11.5% |
| YTD | +12.3% | +12.3% | 0.0% | -0.5% |
| 1Y | +26.2% | +12.4% | +13.8% | +11.9% |
| 3Y | +154.6% | +78.8% | +75.8% | +37.2% |
| 5Y | +195.3% | +75.2% | +120.1% | +61.8% |
| 10Y | +466.3% | +311.1% | +155.2% | +32.8% |
| All | +15,241.3% | +3,005.7% | +12,235.6% | +1,408.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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