+39.2%
S vs WTW
+8.6%
+30.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.3% | +1.0% |
| 7D | -8.2% | +4.9% | -13.1% | -9.2% |
| 30D | -7.6% | +17.1% | -24.7% | -11.4% |
| 3M | +12.0% | -0.3% | +12.3% | +11.7% |
| 6M | +50.6% | +30.7% | +19.9% | +37.6% |
| YTD | +56.6% | +3.7% | +52.9% | +48.7% |
| 1Y | +39.2% | +5.9% | +33.4% | +33.9% |
| All | +39.2% | +8.6% | +30.6% | +33.9% |
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