-57.8%
UUUU vs BWA
+17.4%
-75.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | +0.8% |
| 7D | -14.4% | -9.9% | -4.5% | -8.7% |
| 30D | -33.6% | -16.4% | -17.3% | -25.6% |
| 3M | -44.2% | -19.8% | -24.3% | -35.9% |
| 6M | -66.8% | -10.0% | -56.8% | -62.9% |
| YTD | -50.6% | +12.7% | -63.4% | -52.6% |
| 1Y | -57.8% | +15.7% | -73.4% | -60.0% |
| All | -57.8% | +17.4% | -75.2% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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