-3.5%
BA vs WTW
+45.2%
-48.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.5% | -0.8% |
| 7D | -1.2% | -7.1% | +5.9% | +1.4% |
| 30D | -11.3% | -8.5% | -2.8% | -8.6% |
| 3M | -3.8% | +20.6% | -24.3% | -10.2% |
| 6M | -8.3% | +7.2% | -15.5% | -11.1% |
| YTD | -4.9% | -3.9% | -1.1% | -4.4% |
| 1Y | -10.1% | -3.6% | -6.5% | -10.0% |
| 3Y | -2.3% | +60.7% | -63.0% | -28.6% |
| 5Y | -3.5% | +42.2% | -45.7% | -28.9% |
| All | -3.5% | +45.2% | -48.7% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling