+290.2%
BN vs SPXU
-99.5%
+389.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -1.1% |
| 7D | -1.0% | -7.6% | +6.6% | -4.0% |
| 30D | +14.0% | +5.3% | +8.6% | +17.4% |
| 3M | -9.0% | +9.6% | -18.6% | -4.2% |
| 6M | -8.8% | -4.5% | -4.3% | -8.5% |
| YTD | -10.3% | -25.9% | +15.6% | -17.3% |
| 1Y | -5.8% | -28.9% | +23.1% | -14.4% |
| 3Y | +94.8% | -80.5% | +175.2% | +20.2% |
| 5Y | +31.5% | -83.4% | +114.8% | -6.9% |
| All | +290.2% | -99.5% | +389.7% | +12.7% |
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