+47.9%
SW vs WTW
+44.3%
+3.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.3% | -0.5% |
| 7D | +2.3% | +1.4% | +1.0% | +2.0% |
| 30D | +6.8% | +13.1% | -6.4% | +4.0% |
| 3M | -5.2% | -3.0% | -2.2% | -4.7% |
| 6M | +7.4% | +31.2% | -23.8% | +1.3% |
| YTD | +17.4% | +1.1% | +16.3% | +17.8% |
| 1Y | +27.1% | +3.4% | +23.7% | +26.7% |
| 3Y | +47.9% | +44.7% | +3.2% | +50.7% |
| All | +47.9% | +44.3% | +3.6% | +50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling