+95.8%
BWIN price history and return analytics
+133.3%
-37.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | +0.2% | +2.4% | -2.1% | -2.4% |
| 30D | +0.4% | -1.5% | +1.9% | +1.7% |
| 3M | +3.9% | -4.1% | +8.0% | +8.4% |
| 6M | +59.1% | +0.6% | +58.6% | +55.4% |
| YTD | +33.4% | +11.0% | +22.3% | +14.3% |
| 1Y | +15.3% | +13.3% | +1.9% | -3.7% |
| 3Y | +60.2% | +73.4% | -13.1% | -22.1% |
| 5Y | -21.6% | +57.4% | -79.0% | -56.1% |
| All | +95.8% | +133.3% | -37.5% | -21.2% |
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