+21,180.0%
BN vs WWD
+15,408.5%
+5,771.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.3% | -0.6% |
| 7D | -2.5% | +1.3% | -3.8% | -2.9% |
| 30D | -9.5% | -7.2% | -2.3% | -7.5% |
| 3M | -10.4% | -3.8% | -6.5% | -9.8% |
| 6M | -6.4% | -9.9% | +3.6% | -4.1% |
| YTD | -11.9% | +14.8% | -26.7% | -17.0% |
| 1Y | -8.6% | +42.1% | -50.7% | -19.9% |
| 3Y | +77.6% | +170.8% | -93.2% | +25.8% |
| 5Y | +37.0% | +197.5% | -160.5% | -6.8% |
| 10Y | +266.4% | +477.8% | -211.4% | +97.5% |
| All | +21,180.0% | +15,408.5% | +5,771.5% | +7,681.5% |
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