+540.9%
BBY vs WTW
+1,102.0%
-561.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.1% |
| 7D | +0.6% | -5.7% | +6.3% | +2.9% |
| 30D | +9.4% | -7.3% | +16.7% | +12.5% |
| 3M | +19.3% | +21.5% | -2.1% | +10.0% |
| 6M | +47.9% | +9.6% | +38.3% | +40.6% |
| YTD | +39.6% | -3.3% | +42.8% | +39.0% |
| 1Y | +22.2% | -6.1% | +28.3% | +22.9% |
| 3Y | +45.0% | +61.8% | -16.9% | +15.3% |
| 5Y | +2.6% | +42.7% | -40.1% | -14.7% |
| 10Y | +250.5% | +197.2% | +53.3% | +117.6% |
| All | +540.9% | +1,102.0% | -561.2% | +239.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling