+33.2%
BN vs WU
-51.4%
+84.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.6% |
| 7D | -3.0% | -4.9% | +1.9% | -1.2% |
| 30D | -13.0% | -1.3% | -11.7% | -12.6% |
| 3M | -15.2% | -3.6% | -11.7% | -15.7% |
| 6M | -5.9% | -24.3% | +18.4% | +3.2% |
| YTD | -15.8% | -21.1% | +5.3% | -9.5% |
| 1Y | -12.2% | -10.3% | -1.9% | -11.7% |
| 3Y | +72.2% | -28.4% | +100.6% | +87.6% |
| 5Y | +33.2% | -51.2% | +84.4% | +60.6% |
| All | +33.2% | -51.4% | +84.6% | +60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling