+1,434.3%
BN vs SPXU
-100.0%
+1,534.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.1% | -2.3% |
| 7D | -2.4% | +1.5% | -4.0% | -1.3% |
| 30D | +13.5% | +6.4% | +7.2% | +17.3% |
| 3M | -5.9% | +4.2% | -10.2% | -3.2% |
| 6M | -8.9% | -7.8% | -1.2% | -9.8% |
| YTD | -7.9% | -27.5% | +19.7% | -15.5% |
| 1Y | -8.3% | -27.1% | +18.9% | -15.2% |
| 3Y | +100.8% | -80.8% | +181.6% | +26.5% |
| 5Y | +38.2% | -84.1% | +122.3% | -1.4% |
| 10Y | +302.3% | -99.5% | +401.8% | +19.7% |
| All | +1,434.3% | -100.0% | +1,534.3% | +38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling