+85.5%
BWA vs WTW
+42.0%
+43.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.4% |
| 7D | -1.3% | -5.7% | +4.4% | -0.1% |
| 30D | -2.9% | -7.3% | +4.3% | -1.5% |
| 3M | -10.7% | +21.5% | -32.2% | -15.1% |
| 6M | +26.5% | +9.6% | +16.8% | +23.0% |
| YTD | +49.1% | -3.3% | +52.4% | +50.9% |
| 1Y | +52.1% | -6.1% | +58.2% | +55.7% |
| 3Y | +72.6% | +61.8% | +10.7% | +30.6% |
| All | +85.5% | +42.0% | +43.5% | +41.8% |
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