+290.2%
BN vs BB
+21.8%
+268.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.2% |
| 7D | -1.0% | +1.8% | -2.8% | -1.3% |
| 30D | +14.0% | +8.1% | +5.8% | +11.9% |
| 3M | -9.0% | -1.0% | -8.0% | -9.7% |
| 6M | -8.8% | +45.9% | -54.7% | -17.2% |
| YTD | -10.3% | +134.8% | -145.1% | -25.6% |
| 1Y | -5.8% | +104.6% | -110.4% | -20.3% |
| 3Y | +94.8% | +152.8% | -58.1% | +51.8% |
| 5Y | +31.5% | -17.4% | +48.9% | +17.6% |
| All | +290.2% | +21.8% | +268.5% | +154.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling