+87.6%
BB vs WTW
+8.6%
+79.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.0% | +4.0% | +7.3% |
| 7D | -6.8% | +4.9% | -11.7% | -6.3% |
| 30D | -3.5% | +17.1% | -20.6% | -2.1% |
| 3M | -1.2% | -0.3% | -0.9% | -1.1% |
| 6M | +57.0% | +30.7% | +26.3% | +57.9% |
| YTD | +131.1% | +3.7% | +127.4% | +134.2% |
| 1Y | +87.6% | +5.9% | +81.7% | +89.9% |
| All | +87.6% | +8.6% | +79.0% | +89.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling