+780.7%
GOOG vs BN
+265.2%
+515.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.3% |
| 7D | 0.0% | -5.2% | +5.2% | +2.6% |
| 30D | -2.0% | -14.5% | +12.5% | +5.6% |
| 3M | -5.9% | -15.0% | +9.1% | +1.7% |
| 6M | +8.9% | -5.4% | +14.3% | +11.6% |
| YTD | +7.1% | -16.4% | +23.5% | +15.5% |
| 1Y | +39.7% | -16.2% | +55.9% | +50.1% |
| 3Y | +145.8% | +67.5% | +78.3% | +80.2% |
| 5Y | +138.6% | +34.1% | +104.5% | +92.8% |
| All | +780.7% | +265.2% | +515.5% | +318.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling