+11.4%
WBD vs BN
+265.2%
-253.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.8% |
| 7D | -0.7% | -5.2% | +4.4% | +2.4% |
| 30D | +1.4% | -14.5% | +15.9% | +11.2% |
| 3M | +4.4% | -15.0% | +19.4% | +14.5% |
| 6M | +0.8% | -5.4% | +6.2% | +2.4% |
| YTD | -2.7% | -16.4% | +13.7% | +5.7% |
| 1Y | +73.4% | -16.2% | +89.7% | +86.8% |
| 3Y | +142.1% | +67.5% | +74.6% | +71.8% |
| 5Y | +7.2% | +34.1% | -26.9% | -15.1% |
| All | +11.4% | +265.2% | -253.8% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling