+104.6%
BB vs BWA
+12.3%
+92.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | +1.8% | +4.3% | -2.4% | +0.5% |
| 30D | +8.1% | -13.0% | +21.1% | +12.7% |
| 3M | -1.0% | -24.8% | +23.8% | +7.2% |
| 6M | +45.9% | -23.5% | +69.4% | +58.0% |
| YTD | +134.8% | +13.8% | +121.0% | +136.0% |
| 1Y | +104.6% | +13.4% | +91.2% | +105.6% |
| All | +104.6% | +12.3% | +92.3% | +105.6% |
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