-29.6%
BR vs WTW
+3.0%
-32.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.2% | -2.6% |
| 7D | -5.3% | -2.6% | -2.7% | -4.3% |
| 30D | +6.4% | -1.0% | +7.4% | +6.8% |
| 3M | +13.6% | +29.9% | -16.3% | +3.2% |
| 6M | -6.7% | +10.7% | -17.4% | -12.1% |
| YTD | -21.1% | +2.6% | -23.7% | -24.9% |
| 1Y | -29.6% | +2.8% | -32.3% | -33.3% |
| All | -29.6% | +3.0% | -32.5% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling