+346.7%
WY vs BWA
+3,492.4%
-3,145.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -1.9% | -0.3% |
| 7D | -1.7% | +5.7% | -7.4% | -3.9% |
| 30D | -10.1% | +1.4% | -11.5% | -10.9% |
| 3M | -5.1% | -12.1% | +6.9% | -1.2% |
| 6M | -4.8% | +28.6% | -33.3% | -15.6% |
| YTD | -0.2% | +51.1% | -51.3% | -18.7% |
| 1Y | -6.6% | +55.9% | -62.5% | -25.1% |
| 3Y | -22.7% | +70.1% | -92.9% | -42.0% |
| 5Y | -22.2% | +90.7% | -112.9% | -45.8% |
| 10Y | +7.3% | +154.0% | -146.7% | -36.9% |
| All | +346.7% | +3,492.4% | -3,145.6% | +5.9% |
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