+99.4%
CB vs WTW
+45.2%
+54.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.6% | +3.9% | +1.6% |
| 7D | -0.5% | -7.1% | +6.6% | +2.2% |
| 30D | -3.1% | -8.5% | +5.5% | +0.2% |
| 3M | +4.2% | +20.6% | -16.4% | -3.5% |
| 6M | +4.7% | +7.2% | -2.5% | +0.9% |
| YTD | +8.8% | -3.9% | +12.7% | +8.9% |
| 1Y | +22.6% | -3.6% | +26.2% | +22.6% |
| 3Y | +70.6% | +60.7% | +9.9% | +36.8% |
| 5Y | +99.4% | +42.2% | +57.3% | +63.3% |
| All | +99.4% | +45.2% | +54.2% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling