+1,335.7%
BP vs BN
+15,251.3%
-13,915.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +3.9% | -2.5% | +6.4% | +4.8% |
| 30D | +7.6% | -9.5% | +17.1% | +11.2% |
| 3M | +0.7% | -10.4% | +11.1% | +4.2% |
| 6M | +15.5% | -6.4% | +21.8% | +16.4% |
| YTD | +30.8% | -11.9% | +42.7% | +34.0% |
| 1Y | +34.3% | -8.6% | +42.9% | +35.2% |
| 3Y | +35.1% | +77.6% | -42.5% | +3.5% |
| 5Y | +126.8% | +37.0% | +89.8% | +87.2% |
| 10Y | +123.4% | +266.4% | -143.0% | +31.8% |
| All | +1,335.7% | +15,251.3% | -13,915.6% | +374.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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