+4,566.2%
BWET vs SPY
+91.9%
+4,474.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.6% | +12.0% | +11.4% |
| 7D | +30.9% | -2.0% | +32.9% | +30.8% |
| 30D | +91.8% | -1.7% | +93.5% | +91.6% |
| 3M | +242.5% | +4.7% | +237.8% | +243.3% |
| 6M | +888.6% | +12.5% | +876.1% | +907.8% |
| YTD | +3,274.0% | +11.7% | +3,262.3% | +3,337.3% |
| 1Y | +4,544.8% | +17.5% | +4,527.4% | +4,659.3% |
| 3Y | +4,206.1% | +76.6% | +4,129.5% | +3,994.2% |
| All | +4,566.2% | +91.9% | +4,474.3% | +4,565.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling