+267.9%
BN vs ACWI
+226.7%
+41.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | -2.5% | +0.5% | -3.0% | -3.1% |
| 30D | -9.5% | +0.9% | -10.4% | -10.5% |
| 3M | -10.4% | +2.4% | -12.8% | -13.5% |
| 6M | -6.4% | +12.4% | -18.7% | -20.3% |
| YTD | -11.9% | +15.2% | -27.0% | -27.3% |
| 1Y | -8.6% | +22.7% | -31.3% | -30.7% |
| 3Y | +77.6% | +75.8% | +1.8% | -14.4% |
| 5Y | +37.0% | +67.7% | -30.7% | -28.4% |
| All | +267.9% | +226.7% | +41.2% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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