+1.6%
BNT vs SPY
+81.8%
-80.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.6% |
| 7D | -0.9% | +0.5% | -1.5% | -1.6% |
| 30D | -11.8% | -0.9% | -10.9% | -10.6% |
| 3M | -10.6% | +3.9% | -14.5% | -15.2% |
| 6M | -6.8% | +14.5% | -21.3% | -22.2% |
| YTD | -14.2% | +12.9% | -27.1% | -26.9% |
| 1Y | -11.0% | +19.4% | -30.4% | -29.3% |
| 3Y | +74.6% | +78.5% | -3.9% | -16.1% |
| All | +1.6% | +81.8% | -80.2% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling