+43.2%
TER vs WTW
+8.6%
+34.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.0% | -9.8% | -4.3% |
| 7D | -19.9% | +4.9% | -24.8% | -16.4% |
| 30D | -43.5% | +17.1% | -60.6% | -35.3% |
| 3M | -37.8% | -0.3% | -37.4% | -35.9% |
| 6M | -25.6% | +30.7% | -56.2% | -4.1% |
| YTD | +29.8% | +3.7% | +26.1% | +61.4% |
| 1Y | +43.2% | +5.9% | +37.3% | +79.0% |
| All | +43.2% | +8.6% | +34.6% | +79.0% |
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