+1,452.2%
BE vs SN
+496.6%
+955.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.0% | +8.6% | +9.3% |
| 7D | +29.8% | +0.1% | +29.6% | +29.7% |
| 30D | +26.4% | -5.6% | +32.0% | +28.5% |
| 3M | +9.3% | +48.1% | -38.7% | -6.5% |
| 6M | +105.1% | +57.6% | +47.4% | +70.9% |
| YTD | +219.0% | +56.5% | +162.5% | +166.2% |
| 1Y | +418.8% | +52.6% | +366.2% | +333.5% |
| 3Y | +1,784.6% | +412.0% | +1,372.6% | +1,089.1% |
| All | +1,452.2% | +496.6% | +955.5% | +879.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling