+1,726.2%
BE vs WTW
+61.9%
+1,664.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.7% |
| 7D | +9.0% | -5.7% | +14.8% | +7.8% |
| 30D | +16.3% | -7.3% | +23.5% | +14.6% |
| 3M | +10.8% | +21.5% | -10.7% | +16.6% |
| 6M | +73.2% | +9.6% | +63.6% | +81.9% |
| YTD | +217.4% | -3.3% | +220.6% | +232.9% |
| 1Y | +309.8% | -6.1% | +315.9% | +331.6% |
| 3Y | +1,726.2% | +61.8% | +1,664.3% | +1,686.2% |
| All | +1,726.2% | +61.9% | +1,664.3% | +1,686.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling