+42.2%
MAS vs WTW
+2.3%
+39.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.6% |
| 7D | +3.3% | +0.5% | +2.8% | +3.2% |
| 30D | +25.5% | +10.4% | +15.1% | +23.5% |
| 3M | +11.8% | -4.8% | +16.6% | +12.1% |
| 6M | +21.3% | +28.5% | -7.1% | +17.5% |
| YTD | +37.7% | +0.5% | +37.2% | +39.2% |
| All | +42.2% | +2.3% | +39.9% | +42.6% |
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