-6.4%
BWEN price history and return analytics
+229.8%
-236.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.0% |
| 7D | -4.1% | -1.1% | -3.0% | -2.9% |
| 30D | -26.8% | -1.0% | -25.9% | -25.9% |
| 3M | -3.6% | +3.2% | -6.8% | -5.9% |
| 6M | +79.3% | +12.5% | +66.8% | +57.0% |
| YTD | +40.6% | +14.1% | +26.6% | +22.1% |
| 1Y | +73.8% | +18.9% | +54.9% | +44.9% |
| 3Y | -4.3% | +74.1% | -78.4% | -48.1% |
| 5Y | +34.5% | +66.9% | -32.4% | -20.9% |
| All | -6.4% | +229.8% | -236.1% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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