+25.2%
ET vs BBWI
+0.1%
+25.0%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.1% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | -2.5% | +12.9% | -15.3% | -2.4% |
| 3M | -4.9% | +16.0% | -20.8% | -4.8% |
| 6M | -0.1% | +16.6% | -16.7% | -0.2% |
| YTD | +26.2% | +9.7% | +16.5% | +26.2% |
| 1Y | +25.2% | +1.5% | +23.7% | +25.4% |
| All | +25.2% | +0.1% | +25.0% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling