+203.1%
BWMN price history and return analytics
+75.9%
+127.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.4% | +0.4% | -0.8% | -0.8% |
| 30D | +57.3% | +1.0% | +56.3% | +55.7% |
| 3M | +29.7% | +2.4% | +27.3% | +26.8% |
| 6M | +28.8% | +12.0% | +16.8% | +16.8% |
| YTD | +28.5% | +15.3% | +13.2% | +13.9% |
| 1Y | +1.0% | +22.6% | -21.5% | -14.3% |
| 3Y | +48.9% | +74.7% | -25.7% | +1.1% |
| 5Y | +214.8% | +66.1% | +148.6% | +118.4% |
| All | +203.1% | +75.9% | +127.2% | +103.8% |
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