+251.0%
DIA vs BBWI
-58.2%
+309.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.5% | +0.2% |
| 7D | -1.2% | -4.4% | +3.2% | -0.6% |
| 30D | -2.7% | -7.4% | +4.7% | -1.8% |
| 3M | +3.3% | -2.2% | +5.5% | +3.0% |
| 6M | +10.4% | -16.3% | +26.7% | +12.1% |
| YTD | +10.0% | -9.1% | +19.1% | +9.8% |
| 1Y | +16.2% | -34.5% | +50.7% | +20.9% |
| 3Y | +58.7% | -47.0% | +105.7% | +65.4% |
| 5Y | +63.6% | -68.8% | +132.4% | +80.0% |
| 10Y | +251.0% | -57.4% | +308.4% | +205.3% |
| All | +251.0% | -58.2% | +309.3% | +205.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling