+15,687.7%
BN vs GEN
+8,588.0%
+7,099.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.6% |
| 7D | +5.3% | +2.3% | +3.1% | +5.1% |
| 30D | +11.9% | +33.1% | -21.2% | +8.0% |
| 3M | -5.7% | +6.5% | -12.2% | -6.8% |
| 6M | -10.6% | +53.8% | -64.4% | -15.7% |
| YTD | -9.4% | +11.2% | -20.6% | -11.2% |
| 1Y | -8.8% | +19.4% | -28.2% | -11.4% |
| 3Y | +95.6% | +81.0% | +14.6% | +81.0% |
| 5Y | +30.2% | +33.4% | -3.3% | +24.0% |
| 10Y | +277.0% | +164.3% | +112.7% | +227.4% |
| All | +15,687.7% | +8,588.0% | +7,099.7% | +9,863.2% |
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