+261.6%
BN vs GPC
+79.8%
+181.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.9% | +0.3% | -1.1% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | -10.9% | -0.4% | -10.5% | -10.8% |
| 3M | -11.1% | +39.2% | -50.3% | -25.9% |
| 6M | -4.4% | +18.2% | -22.6% | -13.4% |
| YTD | -14.1% | +12.1% | -26.2% | -21.2% |
| 1Y | -11.1% | -0.7% | -10.4% | -13.1% |
| 3Y | +75.6% | -1.7% | +77.2% | +65.6% |
| 5Y | +35.8% | +29.3% | +6.5% | +8.5% |
| 10Y | +261.6% | +80.7% | +180.9% | +124.9% |
| All | +261.6% | +79.8% | +181.7% | +124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded GPC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling