+840.9%
BBWI vs DVA
+5,081.6%
-4,240.7%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.7% |
| 7D | +1.6% | +2.2% | -0.7% | +1.1% |
| 30D | -6.2% | -2.0% | -4.2% | -5.8% |
| 3M | +4.3% | -6.3% | +10.6% | +5.2% |
| 6M | -7.2% | +19.4% | -26.6% | -11.3% |
| YTD | -3.0% | +58.5% | -61.5% | -13.1% |
| 1Y | -30.8% | +33.9% | -64.6% | -35.9% |
| 3Y | -43.4% | +88.4% | -131.8% | -51.9% |
| 5Y | -66.7% | +39.5% | -106.2% | -70.5% |
| 10Y | -55.7% | +179.5% | -235.1% | -65.9% |
| All | +840.9% | +5,081.6% | -4,240.7% | +396.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DVA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling