+975.0%
BE vs SN
+671.3%
+303.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.8% | -7.8% | -5.9% |
| 7D | +10.8% | +1.5% | +9.3% | +10.3% |
| 30D | -19.8% | +21.5% | -41.3% | -25.1% |
| 3M | -18.7% | +20.0% | -38.8% | -24.2% |
| 6M | -33.7% | +119.9% | -153.7% | -50.8% |
| YTD | +121.0% | +102.3% | +18.6% | +68.0% |
| 1Y | +85.4% | +148.0% | -62.6% | +31.1% |
| 3Y | +1,709.5% | +450.0% | +1,259.5% | +948.1% |
| All | +975.0% | +671.3% | +303.7% | +518.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling