+208.8%
C vs BN
+280.2%
-71.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +1.2% |
| 7D | -0.4% | +4.3% | -4.7% | -3.4% |
| 30D | -5.2% | +14.3% | -19.5% | -13.9% |
| 3M | -9.1% | -4.1% | -5.0% | -6.9% |
| 6M | -1.6% | -9.7% | +8.1% | +4.7% |
| YTD | +6.9% | -7.1% | +14.1% | +10.6% |
| 1Y | +23.0% | -7.4% | +30.4% | +27.2% |
| 3Y | +216.1% | +102.3% | +113.8% | +80.5% |
| 5Y | +112.2% | +35.9% | +76.3% | +56.3% |
| 10Y | +208.8% | +289.2% | -80.4% | +13.3% |
| All | +208.8% | +280.2% | -71.5% | +13.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling