+55.9%
BWA vs COO
+4.1%
+51.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.2% | +3.1% |
| 7D | +5.7% | -2.2% | +7.9% | +6.1% |
| 30D | +1.4% | -7.0% | +8.4% | +2.9% |
| 3M | -12.1% | +12.2% | -24.3% | -16.1% |
| 6M | +28.6% | -15.1% | +43.7% | +42.0% |
| YTD | +51.1% | -15.1% | +66.2% | +66.7% |
| 1Y | +55.9% | +2.3% | +53.5% | +59.3% |
| All | +55.9% | +4.1% | +51.7% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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