-4.7%
BN vs SPXU
-30.4%
+25.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.9% | +10.9% | +3.9% |
| 7D | +12.0% | +2.2% | +9.8% | +13.2% |
| 30D | +17.0% | +3.8% | +13.3% | +19.3% |
| 3M | -3.2% | +3.3% | -6.5% | -1.1% |
| 6M | -3.9% | -16.7% | +12.9% | -10.4% |
| YTD | -5.6% | -28.6% | +23.0% | -16.3% |
| 1Y | -4.7% | -30.6% | +25.8% | -16.1% |
| All | -4.7% | -30.4% | +25.6% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling