-27.1%
BWIN price history and return analytics
+65.7%
-92.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.3% | -4.2% |
| 7D | -9.0% | -0.1% | -8.8% | -8.8% |
| 30D | -2.1% | -0.7% | -1.5% | -1.2% |
| 3M | +45.8% | +4.0% | +41.8% | +37.4% |
| 6M | +41.1% | +12.3% | +28.8% | +17.9% |
| YTD | +17.5% | +14.0% | +3.5% | -4.5% |
| 1Y | -10.0% | +20.3% | -30.3% | -32.8% |
| 3Y | +6.9% | +75.4% | -68.5% | -57.4% |
| 5Y | -27.1% | +66.0% | -93.1% | -64.5% |
| All | -27.1% | +65.7% | -92.8% | -64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling