+3,340.1%
V vs BWA
+229.8%
+3,110.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.1% |
| 7D | -2.3% | +1.7% | -4.1% | -3.0% |
| 30D | +9.5% | -14.6% | +24.1% | +14.7% |
| 3M | +17.5% | -26.2% | +43.7% | +28.3% |
| 6M | +32.2% | -18.4% | +50.6% | +37.9% |
| YTD | +22.3% | +14.7% | +7.6% | +11.8% |
| 1Y | +26.8% | +13.3% | +13.5% | +16.3% |
| 3Y | +77.5% | +64.7% | +12.8% | +39.1% |
| 5Y | +110.1% | +32.2% | +77.9% | +72.4% |
| 10Y | +458.8% | +96.8% | +362.0% | +265.3% |
| All | +3,340.1% | +229.8% | +3,110.3% | +1,604.9% |
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