+437.9%
WWD vs IBN
+385.6%
+52.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.8% |
| 7D | +4.0% | +1.9% | +2.1% | +3.2% |
| 30D | +0.4% | +22.1% | -21.7% | -7.8% |
| 3M | -7.9% | +17.1% | -25.0% | -14.0% |
| 6M | -10.6% | +35.5% | -46.2% | -21.5% |
| YTD | +9.4% | +16.8% | -7.4% | +2.0% |
| 1Y | +25.7% | +12.4% | +13.4% | +19.1% |
| 3Y | +148.5% | +58.0% | +90.5% | +99.2% |
| 5Y | +189.5% | +73.7% | +115.8% | +119.4% |
| All | +437.9% | +385.6% | +52.3% | +172.2% |
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