+4,076.3%
BN vs AGI
+5,381.0%
-1,304.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -2.5% |
| 7D | -1.2% | +4.4% | -5.6% | -1.5% |
| 30D | -10.9% | +10.0% | -20.9% | -11.6% |
| 3M | -11.1% | +1.7% | -12.8% | -11.4% |
| 6M | -4.4% | -26.8% | +22.4% | -2.6% |
| YTD | -14.1% | -5.3% | -8.8% | -14.4% |
| 1Y | -11.1% | +11.5% | -22.5% | -12.5% |
| 3Y | +75.6% | +212.9% | -137.4% | +59.9% |
| 5Y | +35.8% | +388.8% | -353.0% | +19.5% |
| 10Y | +261.6% | +383.6% | -122.0% | +206.3% |
| All | +4,076.3% | +5,381.0% | -1,304.7% | +2,822.3% |
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