+977.1%
BE vs WTW
+117.1%
+860.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -0.8% |
| 7D | +23.9% | -7.1% | +31.0% | +28.9% |
| 30D | +27.8% | -8.5% | +36.4% | +33.8% |
| 3M | +3.7% | +20.6% | -16.8% | -9.7% |
| 6M | +78.0% | +7.2% | +70.7% | +64.1% |
| YTD | +209.9% | -3.9% | +213.8% | +200.4% |
| 1Y | +389.6% | -3.6% | +393.2% | +369.7% |
| 3Y | +1,730.6% | +60.7% | +1,669.9% | +980.7% |
| 5Y | +1,227.8% | +42.2% | +1,185.7% | +772.8% |
| All | +977.1% | +117.1% | +860.0% | +456.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling