+258.5%
BN vs SPXU
-99.6%
+358.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.9% | -0.6% |
| 7D | -5.2% | +2.5% | -7.7% | -4.1% |
| 30D | -14.5% | +4.2% | -18.7% | -12.8% |
| 3M | -15.0% | -9.3% | -5.7% | -17.7% |
| 6M | -5.4% | -30.7% | +25.3% | -16.9% |
| YTD | -16.4% | -28.1% | +11.7% | -24.8% |
| 1Y | -16.2% | -35.2% | +19.0% | -26.9% |
| 3Y | +67.5% | -79.9% | +147.5% | +4.6% |
| 5Y | +34.1% | -86.4% | +120.5% | -12.5% |
| All | +258.5% | -99.6% | +358.0% | +0.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling