+205.4%
BWMN price history and return analytics
+66.2%
+139.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.8% |
| 7D | -0.1% | +1.0% | -1.1% | -1.0% |
| 30D | +56.3% | -0.2% | +56.6% | +56.5% |
| 3M | +31.6% | +4.5% | +27.0% | +26.3% |
| 6M | +45.4% | +14.1% | +31.4% | +29.5% |
| YTD | +28.9% | +14.8% | +14.2% | +14.6% |
| 1Y | +2.9% | +21.2% | -18.3% | -12.1% |
| 3Y | +56.0% | +76.6% | -20.5% | +4.9% |
| 5Y | +205.4% | +66.6% | +138.8% | +113.1% |
| All | +205.4% | +66.2% | +139.2% | +113.1% |
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