-2.9%
BWEN price history and return analytics
+74.2%
-77.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.1% |
| 7D | -1.7% | -0.1% | -1.6% | -1.5% |
| 30D | -9.4% | -0.7% | -8.7% | -8.6% |
| 3M | -1.7% | +4.0% | -5.7% | -4.7% |
| 6M | +73.4% | +12.3% | +61.1% | +51.2% |
| YTD | +42.8% | +14.0% | +28.7% | +23.3% |
| 1Y | +90.6% | +20.3% | +70.3% | +56.1% |
| All | -2.9% | +74.2% | -77.1% | -55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling