+3,313.2%
V vs BWA
+224.6%
+3,088.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.8% |
| 7D | +0.6% | -2.4% | +3.1% | +1.3% |
| 30D | +9.7% | -17.7% | +27.4% | +16.3% |
| 3M | +17.3% | -27.0% | +44.3% | +28.5% |
| 6M | +33.2% | -17.3% | +50.5% | +38.3% |
| YTD | +21.3% | +12.9% | +8.5% | +11.5% |
| 1Y | +27.3% | +12.9% | +14.4% | +16.9% |
| 3Y | +76.1% | +62.1% | +14.0% | +38.7% |
| 5Y | +103.5% | +30.7% | +72.7% | +67.5% |
| 10Y | +454.5% | +89.2% | +365.3% | +267.3% |
| All | +3,313.2% | +224.6% | +3,088.6% | +1,600.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling