+11,809.0%
WWD vs IBN
+1,532.9%
+10,276.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | +1.3% | +1.4% | -0.1% | +0.8% |
| 30D | -7.2% | -0.3% | -6.8% | -7.1% |
| 3M | -3.8% | +17.1% | -20.9% | -8.5% |
| 6M | -9.9% | +3.4% | -13.3% | -10.8% |
| YTD | +14.8% | +2.5% | +12.3% | +13.8% |
| 1Y | +42.1% | -4.2% | +46.2% | +43.3% |
| 3Y | +170.8% | +32.4% | +138.4% | +144.6% |
| 5Y | +197.5% | +59.2% | +138.3% | +151.0% |
| 10Y | +477.8% | +345.7% | +132.1% | +243.4% |
| All | +11,809.0% | +1,532.9% | +10,276.1% | +4,531.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling