+140.4%
CI vs BN
+259.6%
-119.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -0.9% |
| 7D | -2.0% | -1.2% | -0.8% | -1.6% |
| 30D | -1.8% | -10.9% | +9.1% | +2.1% |
| 3M | -4.2% | -11.1% | +6.8% | -0.5% |
| 6M | +2.7% | -4.4% | +7.1% | +3.2% |
| YTD | +1.9% | -14.1% | +16.1% | +6.0% |
| 1Y | -6.3% | -11.1% | +4.8% | -4.1% |
| 3Y | +3.9% | +75.6% | -71.7% | -24.1% |
| 5Y | +41.9% | +35.8% | +6.1% | +13.0% |
| 10Y | +140.4% | +261.6% | -121.2% | +21.0% |
| All | +140.4% | +259.6% | -119.2% | +21.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling