+11,246.3%
WWD vs IBN
+1,760.3%
+9,485.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | +4.0% | +1.9% | +2.1% | +3.4% |
| 30D | +0.4% | +22.1% | -21.7% | -5.8% |
| 3M | -7.9% | +17.1% | -25.0% | -12.5% |
| 6M | -10.6% | +35.5% | -46.2% | -18.8% |
| YTD | +9.4% | +16.8% | -7.4% | +3.9% |
| 1Y | +25.7% | +12.4% | +13.4% | +20.9% |
| 3Y | +148.5% | +58.0% | +90.5% | +112.3% |
| 5Y | +189.5% | +73.7% | +115.8% | +138.2% |
| 10Y | +451.8% | +385.6% | +66.2% | +219.9% |
| All | +11,246.3% | +1,760.3% | +9,485.9% | +4,130.2% |
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