+78.6%
PR vs WTW
-4.1%
+82.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.4% | -0.3% |
| 7D | -0.8% | -7.1% | +6.3% | -1.2% |
| 30D | +11.3% | -8.5% | +19.8% | +10.8% |
| 3M | +24.1% | +20.6% | +3.5% | +25.4% |
| 6M | +25.4% | +7.2% | +18.2% | +26.6% |
| YTD | +71.2% | -3.9% | +75.1% | +72.2% |
| 1Y | +78.6% | -3.6% | +82.2% | +79.7% |
| All | +78.6% | -4.1% | +82.7% | +79.7% |
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