-11.9%
BA vs GWW
+59.1%
-71.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | -1.1% | +3.6% | -4.6% | -1.7% |
| 30D | -7.1% | +12.1% | -19.2% | -8.9% |
| 3M | -25.5% | +12.9% | -38.4% | -27.1% |
| 6M | -28.7% | +19.3% | -48.0% | -30.9% |
| YTD | -21.0% | +48.7% | -69.7% | -27.3% |
| 1Y | -11.9% | +60.5% | -72.4% | -20.6% |
| All | -11.9% | +59.1% | -71.0% | -20.6% |
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