-98.9%
BWEN price history and return analytics
+356.5%
-455.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.6% |
| 7D | -11.9% | +2.4% | -14.2% | -14.1% |
| 30D | -35.1% | -1.5% | -33.6% | -33.4% |
| 3M | -55.3% | -4.1% | -51.2% | -52.5% |
| 6M | -38.4% | +0.6% | -39.0% | -37.4% |
| YTD | -16.3% | +11.0% | -27.3% | -24.5% |
| 1Y | -8.8% | +13.3% | -22.2% | -19.3% |
| 3Y | +15.0% | +73.4% | -58.3% | -37.9% |
| 5Y | -30.1% | +57.4% | -87.5% | -56.1% |
| 10Y | -42.8% | +221.7% | -264.5% | -84.0% |
| All | -98.9% | +356.5% | -455.4% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling