+4,265.1%
BN vs AGI
+4,206.7%
+58.3%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.6% |
| 7D | -1.0% | -10.1% | +9.1% | -0.2% |
| 30D | +14.0% | -6.5% | +20.5% | +14.4% |
| 3M | -9.0% | -12.8% | +3.8% | -8.3% |
| 6M | -8.8% | -34.3% | +25.5% | -6.4% |
| YTD | -10.3% | -25.6% | +15.4% | -9.1% |
| 1Y | -5.8% | -14.2% | +8.4% | -5.5% |
| 3Y | +94.8% | +127.3% | -32.5% | +81.2% |
| 5Y | +31.5% | +241.8% | -210.3% | +18.4% |
| 10Y | +291.9% | +381.8% | -89.9% | +232.8% |
| All | +4,265.1% | +4,206.7% | +58.3% | +3,004.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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