+55.3%
BE vs BN
-3.9%
+59.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.1% | -12.4% | -11.2% |
| 7D | -12.1% | +12.0% | -24.1% | -21.4% |
| 30D | -30.1% | +17.0% | -47.1% | -40.1% |
| 3M | -12.1% | -3.2% | -8.9% | -9.5% |
| 6M | -30.6% | -3.9% | -26.7% | -27.6% |
| YTD | +130.6% | -5.6% | +136.2% | +121.3% |
| 1Y | +55.3% | -4.7% | +60.0% | +46.1% |
| All | +55.3% | -3.9% | +59.2% | +46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling