+328.7%
WM vs BBWI
-41.3%
+370.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.7% | 0.0% |
| 7D | -0.5% | -6.2% | +5.7% | 0.0% |
| 30D | +13.3% | +25.5% | -12.2% | +11.3% |
| 3M | +4.4% | +8.0% | -3.6% | +3.5% |
| 6M | +10.8% | +12.7% | -1.9% | +9.2% |
| YTD | +9.1% | +11.6% | -2.6% | +7.1% |
| 1Y | +19.1% | -0.9% | +20.0% | +17.6% |
| 3Y | +45.7% | -22.7% | +68.4% | +43.5% |
| 5Y | +60.4% | -67.2% | +127.6% | +68.2% |
| 10Y | +328.7% | -43.7% | +372.4% | +280.0% |
| All | +328.7% | -41.3% | +370.0% | +280.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling