+482.1%
WWD vs TRU
+147.2%
+335.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.9% |
| 7D | -2.6% | -2.7% | +0.1% | -1.5% |
| 30D | -6.9% | -2.0% | -4.9% | -6.5% |
| 3M | -13.0% | +18.4% | -31.5% | -20.3% |
| 6M | -12.5% | +8.9% | -21.3% | -17.4% |
| YTD | +11.8% | -8.9% | +20.8% | +12.1% |
| 1Y | +41.1% | -15.9% | +56.9% | +45.7% |
| 3Y | +163.1% | -1.1% | +164.1% | +130.9% |
| 5Y | +187.6% | -35.2% | +222.8% | +218.5% |
| All | +482.1% | +147.2% | +335.0% | +282.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling