-3.2%
BWXT vs SPY
+20.8%
-24.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -0.9% |
| 7D | +3.1% | +0.1% | +3.0% | +2.8% |
| 30D | -6.2% | +0.1% | -6.3% | -6.3% |
| 3M | -17.3% | +2.0% | -19.3% | -20.4% |
| 6M | -23.0% | +13.0% | -36.0% | -41.2% |
| YTD | -8.4% | +13.5% | -22.0% | -30.4% |
| 1Y | -3.2% | +20.0% | -23.2% | -35.1% |
| All | -3.2% | +20.8% | -24.1% | -35.1% |
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