+148.6%
TE vs WTW
+3.0%
+145.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.5% | +1.3% |
| 7D | -4.0% | -2.6% | -1.3% | -4.1% |
| 30D | -15.9% | -1.0% | -14.9% | -15.9% |
| 3M | -60.5% | +29.9% | -90.5% | -60.5% |
| 6M | -35.2% | +10.7% | -45.9% | -32.2% |
| YTD | -31.1% | +2.6% | -33.7% | -24.9% |
| 1Y | +148.6% | +2.8% | +145.9% | +157.0% |
| All | +148.6% | +3.0% | +145.7% | +157.0% |
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