+38.2%
BN vs ACWI
+61.3%
-23.1%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -1.9% | -2.5% |
| 7D | -2.4% | -0.7% | -1.8% | -1.5% |
| 30D | +13.5% | -2.0% | +15.5% | +16.8% |
| 3M | -5.9% | -2.2% | -3.8% | -2.9% |
| 6M | -8.9% | +1.9% | -10.8% | -11.9% |
| YTD | -7.9% | +12.0% | -19.9% | -22.8% |
| 1Y | -8.3% | +12.5% | -20.8% | -23.6% |
| 3Y | +100.8% | +75.4% | +25.4% | -12.5% |
| 5Y | +38.2% | +61.5% | -23.3% | -30.9% |
| All | +38.2% | +61.3% | -23.1% | -30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling