+1,182.8%
D vs BWA
+3,492.4%
-2,309.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.8% |
| 7D | +1.5% | +5.7% | -4.2% | +0.7% |
| 30D | -2.6% | +1.4% | -4.0% | -2.8% |
| 3M | 0.0% | -12.1% | +12.1% | +1.4% |
| 6M | +7.4% | +28.6% | -21.2% | +3.1% |
| YTD | +15.9% | +51.1% | -35.2% | +8.3% |
| 1Y | +18.1% | +55.9% | -37.8% | +9.8% |
| 3Y | +58.4% | +70.1% | -11.7% | +43.7% |
| 5Y | +5.2% | +90.7% | -85.5% | -7.5% |
| 10Y | +35.9% | +154.0% | -118.1% | +9.3% |
| All | +1,182.8% | +3,492.4% | -2,309.6% | +628.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded BWA 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling