+87.6%
BB vs BWA
+17.4%
+70.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.5% | +9.5% | +7.7% |
| 7D | -6.8% | -9.9% | +3.1% | -3.9% |
| 30D | -3.5% | -16.4% | +12.8% | +1.8% |
| 3M | -1.2% | -19.8% | +18.6% | +5.1% |
| 6M | +57.0% | -10.0% | +67.0% | +67.3% |
| YTD | +131.1% | +12.7% | +118.4% | +131.1% |
| 1Y | +87.6% | +15.7% | +71.9% | +87.2% |
| All | +87.6% | +17.4% | +70.2% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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