+389.6%
BE vs WAB
+47.7%
+341.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -1.3% |
| 7D | +23.9% | +0.2% | +23.7% | +23.8% |
| 30D | +27.8% | -4.6% | +32.4% | +34.8% |
| 3M | +3.7% | +5.6% | -1.9% | -4.0% |
| 6M | +78.0% | +13.8% | +64.1% | +46.3% |
| YTD | +209.9% | +31.9% | +178.1% | +95.5% |
| 1Y | +389.6% | +48.3% | +341.3% | +170.6% |
| All | +389.6% | +47.7% | +341.9% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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