+482.1%
WWD vs IBN
+324.2%
+157.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +0.6% |
| 7D | -2.6% | -3.0% | +0.4% | -1.4% |
| 30D | -6.9% | -1.5% | -5.4% | -6.4% |
| 3M | -13.0% | +7.9% | -21.0% | -15.8% |
| 6M | -12.5% | +8.6% | -21.1% | -15.4% |
| YTD | +11.8% | -0.6% | +12.4% | +11.7% |
| 1Y | +41.1% | -7.3% | +48.4% | +44.4% |
| 3Y | +163.1% | +26.2% | +136.8% | +132.9% |
| 5Y | +187.6% | +57.8% | +129.8% | +127.0% |
| All | +482.1% | +324.2% | +157.9% | +220.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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