-42.5%
BBWI vs BB
+59.1%
-101.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.5% | -5.6% | +7.1% | +2.7% |
| 30D | -5.2% | -11.8% | +6.6% | -3.1% |
| 3M | +11.1% | -25.5% | +36.6% | +16.2% |
| 6M | -13.4% | +121.3% | -134.6% | -30.5% |
| YTD | +0.1% | +103.2% | -103.1% | -18.1% |
| 1Y | -36.1% | +102.6% | -138.8% | -48.3% |
| All | -42.5% | +59.1% | -101.6% | -57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling