+6,889.2%
TEVA vs BBWI
+980.0%
+5,909.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.4% | -4.4% | +0.9% |
| 7D | +2.0% | -4.8% | +6.8% | +2.8% |
| 30D | +1.0% | +3.5% | -2.5% | -0.1% |
| 3M | +7.3% | -0.3% | +7.6% | +6.4% |
| 6M | +21.7% | -5.4% | +27.1% | +20.7% |
| YTD | +18.8% | -4.7% | +23.6% | +17.2% |
| 1Y | +86.5% | -30.5% | +117.0% | +92.4% |
| 3Y | +269.4% | -44.3% | +313.7% | +283.2% |
| 5Y | +303.6% | -66.9% | +370.5% | +344.2% |
| 10Y | -22.9% | -55.3% | +32.3% | -29.3% |
| All | +6,889.2% | +980.0% | +5,909.3% | +3,412.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 all: compounded portfolio wealth divided by compounded BBWI 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…
all analysis · Full analysis span regression · 6 months rolling