+30.3%
BN vs GEN
+32.5%
-2.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | 0.0% |
| 7D | +5.3% | +2.3% | +3.1% | +4.6% |
| 30D | +11.9% | +33.1% | -21.2% | +0.7% |
| 3M | -5.7% | +6.5% | -12.2% | -8.8% |
| 6M | -10.6% | +53.8% | -64.4% | -26.2% |
| YTD | -9.4% | +11.2% | -20.6% | -14.8% |
| 1Y | -8.8% | +19.4% | -28.2% | -16.9% |
| 3Y | +95.6% | +81.0% | +14.6% | +50.5% |
| All | +30.3% | +32.5% | -2.1% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling