+32.1%
P vs WTW
+32.5%
-0.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.6% | +5.0% | +2.2% |
| 7D | +17.8% | -2.3% | +20.1% | +16.0% |
| 30D | -29.9% | +10.7% | -40.5% | -24.3% |
| 3M | -1.2% | -3.1% | +1.9% | +0.4% |
| 6M | +32.1% | +31.7% | +0.5% | +65.2% |
| All | +32.1% | +32.5% | -0.4% | +65.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling