+998.2%
C vs BN
+15,687.7%
-14,689.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.1% |
| 7D | -2.4% | +5.3% | -7.7% | -5.8% |
| 30D | -6.0% | +11.9% | -17.9% | -12.8% |
| 3M | -10.5% | -5.7% | -4.8% | -7.5% |
| 6M | -5.7% | -10.6% | +4.9% | +0.5% |
| YTD | +4.1% | -9.4% | +13.5% | +9.3% |
| 1Y | +20.5% | -8.8% | +29.3% | +25.7% |
| 3Y | +208.1% | +95.6% | +112.5% | +92.2% |
| 5Y | +110.4% | +30.2% | +80.3% | +64.1% |
| 10Y | +234.6% | +277.0% | -42.4% | +32.6% |
| All | +998.2% | +15,687.7% | -14,689.5% | +63.0% |
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