+3,642.0%
BWET vs SPY
+20.8%
+3,621.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.8% |
| 7D | +18.5% | +0.1% | +18.4% | +18.5% |
| 30D | +96.5% | +0.1% | +96.4% | +96.4% |
| 3M | +140.5% | +2.0% | +138.6% | +138.5% |
| 6M | +653.1% | +13.0% | +640.1% | +725.2% |
| YTD | +2,522.2% | +13.5% | +2,508.7% | +2,780.6% |
| 1Y | +3,642.0% | +20.0% | +3,622.0% | +4,691.8% |
| All | +3,642.0% | +20.8% | +3,621.2% | +4,691.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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