+148.3%
ALL vs WTW
+61.8%
+86.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | -4.3% | -7.8% | +3.5% | -1.2% |
| 30D | -3.6% | -7.9% | +4.3% | -0.4% |
| 3M | +13.2% | +19.9% | -6.7% | +4.5% |
| 6M | +22.5% | +9.8% | +12.7% | +16.4% |
| YTD | +22.7% | -3.3% | +26.1% | +23.1% |
| 1Y | +28.3% | -3.3% | +31.6% | +28.6% |
| All | +148.3% | +61.8% | +86.6% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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