+75.6%
BN vs WU
-27.2%
+102.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.5% | -0.1% | -1.8% |
| 7D | -1.2% | -0.8% | -0.3% | -1.0% |
| 30D | -10.9% | -1.1% | -9.8% | -10.6% |
| 3M | -11.1% | -1.8% | -9.3% | -12.1% |
| 6M | -4.4% | -23.9% | +19.6% | +3.4% |
| YTD | -14.1% | -20.4% | +6.3% | -9.0% |
| 1Y | -11.1% | -10.6% | -0.5% | -10.7% |
| 3Y | +75.6% | -27.7% | +103.3% | +85.2% |
| All | +75.6% | -27.2% | +102.8% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling