+197.1%
BWXT vs SPY
+81.8%
+115.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.3% |
| 7D | -0.7% | +0.5% | -1.2% | -1.2% |
| 30D | -5.4% | -0.9% | -4.5% | -4.6% |
| 3M | -14.3% | +3.9% | -18.2% | -17.0% |
| 6M | -17.5% | +14.5% | -32.0% | -26.3% |
| YTD | -6.8% | +12.9% | -19.7% | -15.5% |
| 1Y | -1.5% | +19.4% | -20.8% | -14.0% |
| 3Y | +128.0% | +78.5% | +49.5% | +52.5% |
| 5Y | +197.1% | +81.8% | +115.4% | +91.7% |
| All | +197.1% | +81.8% | +115.3% | +91.7% |
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 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