+22,625.9%
BN vs WWD
+14,812.3%
+7,813.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.9% | -1.1% | +2.3% |
| 7D | +3.6% | +4.2% | -0.5% | +2.2% |
| 30D | +15.9% | -0.8% | +16.6% | +15.8% |
| 3M | -2.3% | -8.2% | +5.8% | -0.1% |
| 6M | -8.4% | -9.8% | +1.4% | -6.3% |
| YTD | -5.9% | +10.4% | -16.3% | -10.5% |
| 1Y | -5.6% | +25.5% | -31.1% | -14.1% |
| 3Y | +104.2% | +155.8% | -51.6% | +46.8% |
| 5Y | +35.5% | +187.3% | -151.8% | -7.0% |
| 10Y | +285.2% | +462.7% | -177.5% | +109.1% |
| All | +22,625.9% | +14,812.3% | +7,813.5% | +8,289.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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