+95.6%
BN vs A
+64.2%
+31.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.6% |
| 7D | +5.3% | -0.1% | +5.4% | +5.3% |
| 30D | +11.9% | +3.4% | +8.5% | +10.2% |
| 3M | -5.7% | +23.8% | -29.6% | -14.6% |
| 6M | -10.6% | +49.0% | -59.6% | -26.5% |
| YTD | -9.4% | +29.4% | -38.8% | -20.1% |
| 1Y | -8.8% | +19.4% | -28.2% | -16.2% |
| 3Y | +95.6% | +66.2% | +29.4% | +59.5% |
| All | +95.6% | +64.2% | +31.4% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling