+615.0%
F vs BN
+15,251.3%
-14,636.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.6% |
| 7D | +5.3% | -2.5% | +7.8% | +6.6% |
| 30D | +4.6% | -9.5% | +14.1% | +9.7% |
| 3M | -3.7% | -10.4% | +6.7% | +1.4% |
| 6M | +16.8% | -6.4% | +23.2% | +20.2% |
| YTD | +15.3% | -11.9% | +27.2% | +21.7% |
| 1Y | +31.0% | -8.6% | +39.6% | +35.4% |
| 3Y | +45.4% | +77.6% | -32.1% | +6.1% |
| 5Y | +54.7% | +37.0% | +17.6% | +27.7% |
| 10Y | +98.2% | +266.4% | -168.2% | +3.7% |
| All | +615.0% | +15,251.3% | -14,636.3% | +53.9% |
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