+1,251.0%
BE vs BN
+35.3%
+1,215.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.6% | +12.2% | +12.4% |
| 7D | +29.8% | -1.2% | +30.9% | +31.1% |
| 30D | +26.4% | -10.9% | +37.3% | +42.6% |
| 3M | +9.3% | -11.1% | +20.4% | +23.6% |
| 6M | +105.1% | -4.4% | +109.4% | +113.7% |
| YTD | +219.0% | -14.1% | +233.2% | +267.8% |
| 1Y | +418.8% | -11.1% | +429.8% | +489.1% |
| 3Y | +1,784.6% | +75.6% | +1,709.0% | +861.3% |
| 5Y | +1,251.0% | +35.8% | +1,215.2% | +849.2% |
| All | +1,251.0% | +35.3% | +1,215.7% | +849.2% |
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 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