+208.1%
C vs BN
+90.6%
+117.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.0% |
| 7D | -2.4% | +5.3% | -7.7% | -5.5% |
| 30D | -6.0% | +11.9% | -17.9% | -12.3% |
| 3M | -10.5% | -5.7% | -4.8% | -7.6% |
| 6M | -5.7% | -10.6% | +4.9% | +0.2% |
| YTD | +4.1% | -9.4% | +13.5% | +9.0% |
| 1Y | +20.5% | -8.8% | +29.3% | +25.3% |
| 3Y | +208.1% | +95.6% | +112.5% | +114.5% |
| All | +208.1% | +90.6% | +117.5% | +114.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling