+199.8%
TER vs WTW
+3.0%
+196.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.1% | +7.6% | +4.0% |
| 7D | +0.6% | -2.6% | +3.2% | -1.2% |
| 30D | -8.3% | -1.0% | -7.3% | -8.5% |
| 3M | -12.2% | +29.9% | -42.2% | +8.2% |
| 6M | +17.0% | +10.7% | +6.3% | +40.8% |
| YTD | +84.6% | +2.6% | +82.0% | +119.3% |
| 1Y | +199.8% | +2.8% | +197.1% | +259.1% |
| All | +199.8% | +3.0% | +196.8% | +259.1% |
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