+360.5%
BE vs BN
-6.5%
+367.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.6% | +7.7% |
| 7D | +20.0% | -2.5% | +22.4% | +23.1% |
| 30D | +7.9% | -9.5% | +17.4% | +20.3% |
| 3M | -13.2% | -10.4% | -2.8% | -1.9% |
| 6M | +53.5% | -6.4% | +59.8% | +64.8% |
| YTD | +191.0% | -11.9% | +202.9% | +215.0% |
| 1Y | +360.5% | -8.6% | +369.1% | +361.1% |
| All | +360.5% | -6.5% | +367.0% | +361.1% |
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