+3,849.5%
BWET vs SPY
+94.0%
+3,755.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.5% | +9.5% | +8.9% |
| 7D | +22.2% | +0.5% | +21.6% | +22.2% |
| 30D | +91.6% | -0.9% | +92.5% | +91.4% |
| 3M | +179.9% | +3.9% | +176.0% | +180.3% |
| 6M | +857.1% | +14.5% | +842.6% | +876.4% |
| YTD | +2,755.7% | +12.9% | +2,742.8% | +2,811.3% |
| 1Y | +3,836.7% | +19.4% | +3,817.4% | +3,938.1% |
| 3Y | +3,544.7% | +78.5% | +3,466.2% | +3,367.7% |
| All | +3,849.5% | +94.0% | +3,755.5% | +3,851.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling