+17.4%
TPR vs BBWI
-34.3%
+51.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.5% |
| 7D | -2.3% | +1.5% | -3.8% | -2.6% |
| 30D | -23.0% | -5.2% | -17.8% | -22.3% |
| 3M | -12.5% | +11.1% | -23.6% | -14.8% |
| 6M | -21.4% | -13.4% | -8.1% | -19.8% |
| YTD | -3.5% | +0.1% | -3.6% | -4.4% |
| 1Y | +17.4% | -36.1% | +53.5% | +28.4% |
| All | +17.4% | -34.3% | +51.6% | +28.4% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling