+934.0%
BE vs BN
+174.3%
+759.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -2.7% |
| 7D | +9.7% | -5.9% | +15.6% | +16.6% |
| 30D | +22.4% | -15.1% | +37.5% | +44.8% |
| 3M | +10.4% | -14.6% | +24.9% | +29.5% |
| 6M | +67.9% | -8.4% | +76.3% | +83.3% |
| YTD | +197.5% | -16.8% | +214.3% | +253.8% |
| 1Y | +310.6% | -14.4% | +324.9% | +384.3% |
| 3Y | +1,657.2% | +70.1% | +1,587.1% | +889.9% |
| 5Y | +1,218.2% | +33.5% | +1,184.6% | +883.4% |
| All | +934.0% | +174.3% | +759.7% | +252.2% |
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