+168.2%
WY vs IBN
+1,491.4%
-1,323.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -0.8% |
| 7D | -2.1% | -2.2% | +0.1% | -1.5% |
| 30D | -10.5% | -2.3% | -8.2% | -10.0% |
| 3M | -4.9% | +15.9% | -20.7% | -8.5% |
| 6M | -4.9% | +5.6% | -10.5% | -6.4% |
| YTD | -1.7% | -0.1% | -1.6% | -2.0% |
| 1Y | -9.4% | -6.5% | -2.8% | -8.3% |
| 3Y | -22.3% | +29.3% | -51.6% | -28.3% |
| 5Y | -20.5% | +56.6% | -77.1% | -30.7% |
| 10Y | +4.9% | +314.4% | -309.4% | -30.7% |
| All | +168.2% | +1,491.4% | -1,323.2% | +19.2% |
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