+15,251.3%
BN vs GEN
+8,838.9%
+6,412.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | 0.0% |
| 7D | -2.5% | -1.2% | -1.3% | -2.3% |
| 30D | -9.5% | +10.1% | -19.6% | -10.6% |
| 3M | -10.4% | +16.1% | -26.5% | -12.1% |
| 6M | -6.4% | +38.9% | -45.2% | -10.4% |
| YTD | -11.9% | +14.4% | -26.3% | -13.7% |
| 1Y | -8.6% | +5.9% | -14.5% | -9.7% |
| 3Y | +77.6% | +58.8% | +18.8% | +67.2% |
| 5Y | +37.0% | +24.7% | +12.4% | +31.9% |
| 10Y | +266.4% | +163.1% | +103.3% | +218.9% |
| All | +15,251.3% | +8,838.9% | +6,412.5% | +9,584.3% |
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