+9.5%
BWIN price history and return analytics
+74.2%
-64.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.3% | -4.5% |
| 7D | -9.0% | -0.1% | -8.8% | -8.8% |
| 30D | -2.1% | -0.7% | -1.5% | -1.6% |
| 3M | +45.8% | +4.0% | +41.8% | +40.9% |
| 6M | +41.1% | +12.3% | +28.8% | +26.0% |
| YTD | +17.5% | +14.0% | +3.5% | +2.9% |
| 1Y | -10.0% | +20.3% | -30.3% | -25.9% |
| All | +9.5% | +74.2% | -64.7% | -42.8% |
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 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