+25.7%
C vs WTW
+6.3%
+19.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.4% |
| 7D | +4.2% | +2.0% | +2.2% | +3.8% |
| 30D | +2.0% | +12.9% | -10.9% | -0.2% |
| 3M | -10.1% | +0.7% | -10.9% | -10.3% |
| 6M | +1.0% | +39.5% | -38.5% | -6.1% |
| YTD | +8.5% | +3.1% | +5.4% | +8.2% |
| 1Y | +25.7% | +4.8% | +21.0% | +25.0% |
| All | +25.7% | +6.3% | +19.4% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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