+1.5%
BBWI vs BB
+99.6%
-98.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.7% |
| 7D | +0.1% | +1.8% | -1.7% | 0.0% |
| 30D | +12.9% | +8.1% | +4.7% | +11.7% |
| 3M | +16.0% | -1.0% | +17.0% | +15.4% |
| 6M | +16.6% | +45.9% | -29.3% | +7.6% |
| YTD | +9.7% | +134.8% | -125.1% | -8.0% |
| 1Y | +1.5% | +104.6% | -103.1% | -15.2% |
| All | +1.5% | +99.6% | -98.1% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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