+31.5%
Q vs BBWI
+1.6%
+29.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.0% | +2.3% |
| 7D | +6.6% | -7.7% | +14.3% | +7.6% |
| 30D | +2.7% | +24.8% | -22.0% | -0.4% |
| 3M | -8.4% | +16.2% | -24.6% | -10.6% |
| 6M | -17.3% | +15.8% | -33.1% | -20.1% |
| YTD | +55.3% | +11.4% | +43.9% | +51.3% |
| 1Y | +31.5% | +3.2% | +28.3% | +28.9% |
| All | +31.5% | +1.6% | +29.9% | +28.9% |
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