-35.3%
BBWI vs BB
+101.1%
-136.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.2% | -1.2% |
| 7D | -8.0% | -2.1% | -5.9% | -7.8% |
| 30D | -6.6% | -16.0% | +9.4% | -4.8% |
| 3M | -2.7% | -14.5% | +11.8% | -1.7% |
| 6M | -12.8% | +118.6% | -131.3% | -25.8% |
| YTD | -10.5% | +98.9% | -109.4% | -23.4% |
| 1Y | -35.3% | +99.5% | -134.8% | -44.1% |
| All | -35.3% | +101.1% | -136.4% | -44.1% |
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