+23.3%
BA vs BN
+290.8%
-267.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +1.1% |
| 7D | -1.1% | -1.0% | -0.1% | -0.5% |
| 30D | -7.1% | +14.0% | -21.1% | -16.1% |
| 3M | -25.5% | -9.0% | -16.5% | -20.7% |
| 6M | -28.7% | -8.8% | -19.9% | -24.5% |
| YTD | -21.0% | -10.3% | -10.8% | -16.4% |
| 1Y | -11.9% | -5.8% | -6.1% | -10.3% |
| 3Y | -16.2% | +94.8% | -110.9% | -54.8% |
| 5Y | -22.4% | +31.5% | -53.9% | -43.9% |
| All | +23.3% | +290.8% | -267.5% | -55.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling