+13.4%
BNR vs SPY
+14.6%
-1.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.3% | +1.7% | +15.6% | +13.5% |
| 7D | +4.6% | -0.7% | +5.4% | +6.6% |
| 30D | -18.9% | -1.0% | -17.9% | -16.3% |
| 3M | +43.0% | -0.3% | +43.4% | +46.0% |
| 6M | -25.4% | +7.3% | -32.7% | -35.5% |
| YTD | -36.3% | +13.3% | -49.7% | -50.7% |
| 1Y | +13.4% | +14.8% | -1.3% | -14.3% |
| All | +13.4% | +14.6% | -1.2% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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