+85.4%
BE vs BN
-11.7%
+97.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.6% | -3.3% | -3.7% |
| 7D | +10.8% | -1.0% | +11.8% | +12.0% |
| 30D | -19.8% | +14.0% | -33.7% | -28.4% |
| 3M | -18.7% | -9.0% | -9.7% | -12.0% |
| 6M | -33.7% | -8.8% | -24.9% | -27.6% |
| YTD | +121.0% | -10.3% | +131.2% | +114.5% |
| 1Y | +85.4% | -5.8% | +91.2% | +65.6% |
| All | +85.4% | -11.7% | +97.1% | +65.6% |
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