+98.2%
BB vs WTW
-3.2%
+101.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -0.4% | -5.7% | +5.3% | -1.1% |
| 30D | -12.5% | -7.3% | -5.3% | -13.3% |
| 3M | -17.4% | +21.5% | -38.9% | -16.3% |
| 6M | +119.1% | +9.6% | +109.5% | +121.1% |
| YTD | +102.4% | -3.3% | +105.7% | +101.0% |
| 1Y | +98.2% | -6.1% | +104.3% | +94.3% |
| All | +98.2% | -3.2% | +101.4% | +94.3% |
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