+2,271.9%
D vs BN
+15,251.3%
-12,979.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | +1.5% | -2.5% | +3.9% | +2.0% |
| 30D | -2.6% | -9.5% | +6.9% | -0.6% |
| 3M | 0.0% | -10.4% | +10.4% | +2.1% |
| 6M | +7.4% | -6.4% | +13.7% | +8.3% |
| YTD | +15.9% | -11.9% | +27.7% | +18.1% |
| 1Y | +18.1% | -8.6% | +26.7% | +19.2% |
| 3Y | +58.4% | +77.6% | -19.2% | +37.3% |
| 5Y | +5.2% | +37.0% | -31.8% | -5.5% |
| 10Y | +35.9% | +266.4% | -230.5% | -0.7% |
| All | +2,271.9% | +15,251.3% | -12,979.4% | +1,205.5% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling