+911.6%
BN vs ACWI
+330.1%
+581.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.8% | +0.7% | +1.4% |
| 7D | +5.7% | -4.0% | +9.7% | +10.9% |
| 30D | +12.0% | -5.8% | +17.8% | +20.1% |
| 3M | -6.1% | -5.0% | -1.0% | -0.2% |
| 6M | -8.6% | +0.7% | -9.3% | -9.5% |
| YTD | -8.5% | +8.4% | -17.0% | -16.7% |
| 1Y | -8.4% | +10.1% | -18.5% | -18.0% |
| 3Y | +92.3% | +70.8% | +21.5% | +6.4% |
| 5Y | +31.3% | +55.4% | -24.0% | -16.8% |
| 10Y | +280.5% | +223.3% | +57.2% | +12.3% |
| All | +911.6% | +330.1% | +581.5% | +121.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling