+49.9%
BWA vs EXEL
+52.0%
-2.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.0% |
| 7D | -0.1% | -2.9% | +2.8% | +0.5% |
| 30D | -5.5% | +11.9% | -17.4% | -7.6% |
| 3M | -7.6% | +9.2% | -16.8% | -9.4% |
| 6M | +25.0% | +39.1% | -14.1% | +17.2% |
| YTD | +47.0% | +31.0% | +15.9% | +38.8% |
| All | +49.9% | +52.0% | -2.1% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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