+305.5%
BN vs BB
+28.0%
+277.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.2% |
| 7D | +4.3% | +11.6% | -7.3% | +2.4% |
| 30D | +14.3% | +2.6% | +11.7% | +13.3% |
| 3M | -4.1% | +3.5% | -7.6% | -5.6% |
| 6M | -9.7% | +43.5% | -53.1% | -17.6% |
| YTD | -7.1% | +141.2% | -148.3% | -23.4% |
| 1Y | -7.4% | +97.4% | -104.8% | -21.1% |
| 3Y | +102.3% | +151.1% | -48.8% | +57.9% |
| 5Y | +35.9% | -12.8% | +48.7% | +20.6% |
| All | +305.5% | +28.0% | +277.5% | +163.0% |
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