+737.9%
BE vs BN
+203.7%
+534.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.8% | +13.7% | +13.8% |
| 7D | +4.5% | -2.4% | +6.9% | +8.0% |
| 30D | -20.1% | +13.5% | -33.7% | -30.8% |
| 3M | -0.8% | -5.9% | +5.1% | +4.7% |
| 6M | -26.2% | -8.9% | -17.3% | -19.1% |
| YTD | +141.1% | -7.9% | +148.9% | +155.9% |
| 1Y | +64.8% | -8.3% | +73.1% | +78.5% |
| 3Y | +1,887.4% | +100.8% | +1,786.6% | +833.1% |
| 5Y | +518.1% | +38.2% | +479.9% | +341.2% |
| All | +737.9% | +203.7% | +534.2% | +154.8% |
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