+1,264.4%
BE vs WTW
+42.0%
+1,222.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.7% |
| 7D | +9.0% | -5.7% | +14.8% | +10.8% |
| 30D | +16.3% | -7.3% | +23.5% | +18.5% |
| 3M | +10.8% | +21.5% | -10.7% | +3.1% |
| 6M | +73.2% | +9.6% | +63.6% | +66.4% |
| YTD | +217.4% | -3.3% | +220.6% | +219.1% |
| 1Y | +309.8% | -6.1% | +315.9% | +317.3% |
| 3Y | +1,726.2% | +61.8% | +1,664.3% | +1,028.3% |
| All | +1,264.4% | +42.0% | +1,222.4% | +744.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling