+737.9%
BE vs BWA
+51.4%
+686.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.6% | +11.4% | +11.8% |
| 7D | +4.5% | +1.7% | +2.8% | +4.3% |
| 30D | -20.1% | -14.6% | -5.5% | -8.9% |
| 3M | -0.8% | -26.2% | +25.4% | +25.8% |
| 6M | -26.2% | -18.4% | -7.8% | -12.2% |
| YTD | +141.1% | +14.7% | +126.4% | +117.5% |
| 1Y | +64.8% | +13.3% | +51.5% | +50.4% |
| 3Y | +1,887.4% | +64.7% | +1,822.7% | +1,230.4% |
| 5Y | +518.1% | +32.2% | +485.9% | +373.4% |
| All | +737.9% | +51.4% | +686.5% | +283.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling