-10.6%
BA vs GWW
+55.5%
-66.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.5% | -4.4% | +1.0% |
| 7D | +5.9% | +11.1% | -5.2% | +4.0% |
| 30D | -8.2% | +15.7% | -23.9% | -10.3% |
| 3M | -25.4% | +14.8% | -40.1% | -27.0% |
| 6M | -20.0% | +30.9% | -50.9% | -24.1% |
| YTD | -18.5% | +48.5% | -66.9% | -25.2% |
| 1Y | -10.6% | +57.1% | -67.7% | -20.3% |
| All | -10.6% | +55.5% | -66.1% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling