+9,761.5%
BN vs IWD
+728.9%
+9,032.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.5% |
| 7D | +5.3% | -0.5% | +5.8% | +6.0% |
| 30D | +11.9% | +2.7% | +9.2% | +9.0% |
| 3M | -5.7% | +0.9% | -6.6% | -6.4% |
| 6M | -10.6% | +10.5% | -21.2% | -19.4% |
| YTD | -9.4% | +23.7% | -33.1% | -27.2% |
| 1Y | -8.8% | +28.7% | -37.5% | -29.7% |
| 3Y | +95.6% | +79.7% | +15.9% | +9.7% |
| 5Y | +30.2% | +69.7% | -39.5% | -20.2% |
| 10Y | +277.0% | +211.4% | +65.6% | +32.3% |
| All | +9,761.5% | +728.9% | +9,032.5% | +1,583.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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