-5.8%
BN vs GEN
+14.8%
-20.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.1% |
| 7D | -1.0% | +2.0% | -3.0% | -1.4% |
| 30D | +14.0% | +27.7% | -13.8% | +8.5% |
| 3M | -9.0% | +3.3% | -12.3% | -9.8% |
| 6M | -8.8% | +31.8% | -40.6% | -14.6% |
| YTD | -10.3% | +13.5% | -23.8% | -12.0% |
| 1Y | -5.8% | +16.0% | -21.9% | -8.5% |
| All | -5.8% | +14.8% | -20.6% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling