+26.7%
Q vs BBWI
-24.2%
+50.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.2% | +1.3% |
| 7D | +0.2% | +1.5% | -1.3% | 0.0% |
| 30D | -11.1% | -5.2% | -5.9% | -10.4% |
| 3M | -22.1% | +11.1% | -33.2% | -24.3% |
| 6M | +0.5% | -13.4% | +13.9% | +3.1% |
| YTD | +47.8% | +0.1% | +47.7% | +46.5% |
| All | +26.7% | -24.2% | +50.9% | +27.7% |
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