+803.7%
B vs BN
+15,251.3%
-14,447.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -1.6% | -2.5% | +0.9% | -1.0% |
| 30D | +9.4% | -9.5% | +18.9% | +11.7% |
| 3M | +5.0% | -10.4% | +15.4% | +7.5% |
| 6M | -3.5% | -6.4% | +2.8% | -2.2% |
| YTD | +4.5% | -11.9% | +16.3% | +7.2% |
| 1Y | +67.8% | -8.6% | +76.4% | +70.7% |
| 3Y | +196.7% | +77.6% | +119.1% | +160.5% |
| 5Y | +151.9% | +37.0% | +114.9% | +129.2% |
| 10Y | +202.2% | +266.4% | -64.2% | +117.0% |
| All | +803.7% | +15,251.3% | -14,447.6% | +316.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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