+303.9%
WY vs BWA
+2,606.8%
-2,302.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | -0.8% | +4.3% | -5.1% | -2.5% |
| 30D | +10.1% | -13.0% | +23.1% | +15.8% |
| 3M | -15.4% | -24.8% | +9.4% | -6.2% |
| 6M | -8.3% | -23.5% | +15.2% | -0.1% |
| YTD | -9.8% | +13.8% | -23.7% | -18.4% |
| 1Y | -3.9% | +13.4% | -17.3% | -13.1% |
| 3Y | -23.3% | +62.8% | -86.1% | -41.6% |
| 5Y | -31.2% | +28.5% | -59.7% | -44.1% |
| 10Y | +5.5% | +95.4% | -89.8% | -31.5% |
| All | +303.9% | +2,606.8% | -2,302.9% | +6.3% |
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 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