+9,651.1%
BN vs A
+546.2%
+9,104.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.4% |
| 7D | +5.3% | -0.1% | +5.4% | +5.3% |
| 30D | +11.9% | +3.4% | +8.5% | +10.8% |
| 3M | -5.7% | +23.8% | -29.6% | -11.2% |
| 6M | -10.6% | +49.0% | -59.6% | -20.3% |
| YTD | -9.4% | +29.4% | -38.8% | -16.2% |
| 1Y | -8.8% | +19.4% | -28.2% | -13.9% |
| 3Y | +95.6% | +66.2% | +29.4% | +68.6% |
| 5Y | +30.2% | +15.8% | +14.4% | +22.6% |
| 10Y | +277.0% | +326.1% | -49.1% | +164.9% |
| All | +9,651.1% | +546.2% | +9,104.8% | +4,895.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling