+28.0%
CB vs WTW
+6.3%
+21.7%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +0.6% |
| 7D | +2.9% | +2.0% | +1.0% | +2.4% |
| 30D | +7.3% | +12.9% | -5.6% | +4.3% |
| 3M | +9.4% | +0.7% | +8.7% | +9.0% |
| 6M | +19.6% | +39.5% | -19.8% | +10.8% |
| YTD | +21.5% | +3.1% | +18.4% | +18.8% |
| 1Y | +28.0% | +4.8% | +23.2% | +23.9% |
| All | +28.0% | +6.3% | +21.7% | +23.9% |
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