+23.4%
BA vs BN
+297.2%
-273.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.0% |
| 7D | -0.6% | -0.3% | -0.3% | -0.5% |
| 30D | -8.0% | +13.6% | -21.6% | -16.6% |
| 3M | -25.8% | -6.7% | -19.1% | -22.5% |
| 6M | -27.6% | -9.0% | -18.6% | -23.2% |
| YTD | -21.0% | -8.8% | -12.2% | -17.4% |
| 1Y | -12.3% | -10.6% | -1.6% | -7.3% |
| 3Y | -12.8% | +98.8% | -111.5% | -53.7% |
| 5Y | -22.4% | +33.6% | -56.0% | -44.5% |
| All | +23.4% | +297.2% | -273.9% | -55.9% |
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