+497.8%
UUUU vs BWA
+153.1%
+344.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.7% | -7.0% | -6.7% |
| 7D | -5.0% | -0.1% | -5.0% | -5.1% |
| 30D | -7.8% | -5.5% | -2.3% | -4.8% |
| 3M | -0.4% | -7.6% | +7.2% | +4.3% |
| 6M | -32.9% | +25.0% | -57.9% | -40.4% |
| YTD | -6.3% | +47.0% | -53.2% | -25.8% |
| 1Y | +7.9% | +54.0% | -46.1% | -17.3% |
| 3Y | +85.2% | +70.7% | +14.5% | +28.2% |
| 5Y | +97.0% | +86.7% | +10.3% | +26.5% |
| All | +497.8% | +153.1% | +344.7% | +194.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling