+1,470.1%
BA vs GWW
+15,772.9%
-14,302.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.8% |
| 7D | +1.1% | +6.0% | -4.9% | -1.4% |
| 30D | -7.9% | +14.0% | -21.9% | -12.8% |
| 3M | -25.3% | +12.5% | -37.9% | -29.0% |
| 6M | -24.6% | +23.6% | -48.2% | -31.5% |
| YTD | -20.1% | +43.6% | -63.8% | -32.2% |
| 1Y | -11.8% | +52.5% | -64.2% | -27.0% |
| 3Y | -10.1% | +92.6% | -102.7% | -33.8% |
| 5Y | -22.7% | +219.0% | -241.8% | -55.0% |
| 10Y | +35.1% | +713.8% | -678.7% | -47.9% |
| All | +1,470.1% | +15,772.9% | -14,302.7% | +92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling