+30.3%
BN vs ACWI
+54.8%
-24.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +5.3% | -2.4% | +7.7% | +9.1% |
| 30D | +11.9% | -5.2% | +17.1% | +21.0% |
| 3M | -5.7% | -4.8% | -0.9% | +1.4% |
| 6M | -10.6% | -1.3% | -9.3% | -9.3% |
| YTD | -9.4% | +8.4% | -17.7% | -20.2% |
| 1Y | -8.8% | +11.0% | -19.8% | -22.6% |
| 3Y | +95.6% | +70.6% | +25.1% | -11.1% |
| All | +30.3% | +54.8% | -24.5% | -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