+1,580.2%
BE vs BBWI
-42.5%
+1,622.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.8% | +4.5% | +6.8% |
| 7D | +20.0% | +1.5% | +18.5% | +19.6% |
| 30D | +7.9% | -5.2% | +13.1% | +8.6% |
| 3M | -13.2% | +11.1% | -24.3% | -16.3% |
| 6M | +53.5% | -13.4% | +66.8% | +56.4% |
| YTD | +191.0% | +0.1% | +190.9% | +182.4% |
| 1Y | +360.5% | -36.1% | +396.6% | +398.6% |
| All | +1,580.2% | -42.5% | +1,622.7% | +1,591.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling