+296.6%
BN vs GEN
+147.0%
+149.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.2% |
| 7D | -0.3% | -3.0% | +2.7% | +0.5% |
| 30D | +13.6% | +24.7% | -11.1% | +6.9% |
| 3M | -6.7% | +4.1% | -10.8% | -8.4% |
| 6M | -9.0% | +36.0% | -45.0% | -17.4% |
| YTD | -8.8% | +10.9% | -19.6% | -12.9% |
| 1Y | -10.6% | +12.2% | -22.8% | -14.9% |
| 3Y | +98.8% | +63.3% | +35.5% | +72.1% |
| 5Y | +33.6% | +29.0% | +4.6% | +19.6% |
| All | +296.6% | +147.0% | +149.6% | +207.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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