+16,294.4%
BN vs GEN
+8,591.0%
+7,703.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +3.6% | -0.3% | +3.9% | +3.7% |
| 30D | +15.9% | +28.2% | -12.3% | +12.3% |
| 3M | -2.3% | +2.6% | -4.9% | -3.0% |
| 6M | -8.4% | +32.7% | -41.1% | -12.0% |
| YTD | -5.9% | +11.3% | -17.1% | -7.8% |
| 1Y | -5.6% | +17.9% | -23.5% | -8.2% |
| 3Y | +104.2% | +66.3% | +37.9% | +90.9% |
| 5Y | +35.5% | +31.7% | +3.8% | +29.3% |
| 10Y | +285.2% | +150.0% | +135.2% | +236.3% |
| All | +16,294.4% | +8,591.0% | +7,703.4% | +10,245.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling