+264.7%
BN vs GEN
+150.6%
+114.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -3.0% | -2.9% | -0.1% | -2.2% |
| 30D | -13.0% | +2.1% | -15.1% | -13.5% |
| 3M | -15.2% | +19.7% | -34.9% | -19.4% |
| 6M | -5.9% | +33.3% | -39.2% | -13.8% |
| YTD | -15.8% | +11.1% | -26.9% | -19.0% |
| 1Y | -12.2% | +3.0% | -15.2% | -13.9% |
| 3Y | +72.2% | +57.9% | +14.3% | +51.2% |
| 5Y | +33.2% | +20.6% | +12.6% | +21.5% |
| 10Y | +264.7% | +153.2% | +111.4% | +181.6% |
| All | +264.7% | +150.6% | +114.1% | +181.6% |
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