+387.2%
BE vs BN
+29.3%
+357.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.3% | +4.4% |
| 7D | -14.7% | +5.3% | -20.1% | -20.3% |
| 30D | -40.5% | +11.9% | -52.4% | -48.0% |
| 3M | -24.3% | -5.7% | -18.6% | -20.4% |
| 6M | -39.3% | -10.6% | -28.7% | -32.1% |
| YTD | +99.4% | -9.4% | +108.7% | +114.9% |
| 1Y | +26.6% | -8.8% | +35.4% | +37.6% |
| 3Y | +1,616.9% | +95.6% | +1,521.3% | +665.5% |
| All | +387.2% | +29.3% | +357.8% | +240.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling