+389.6%
BE vs BBWI
-35.2%
+424.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.3% | +3.4% | -2.3% |
| 7D | +23.9% | -4.4% | +28.4% | +24.4% |
| 30D | +27.8% | -7.4% | +35.2% | +28.4% |
| 3M | +3.7% | -2.2% | +6.0% | +2.8% |
| 6M | +78.0% | -16.3% | +94.3% | +83.3% |
| YTD | +209.9% | -9.1% | +219.0% | +208.2% |
| 1Y | +389.6% | -34.5% | +424.1% | +375.7% |
| All | +389.6% | -35.2% | +424.8% | +375.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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