+740.7%
GOOGL vs BN
+263.5%
+477.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.2% |
| 7D | -2.8% | -5.9% | +3.0% | 0.0% |
| 30D | -3.2% | -15.1% | +11.9% | +4.6% |
| 3M | -6.6% | -14.6% | +8.0% | +0.7% |
| 6M | +8.5% | -8.4% | +16.9% | +12.9% |
| YTD | +6.5% | -16.8% | +23.3% | +15.1% |
| 1Y | +39.4% | -14.4% | +53.8% | +48.3% |
| 3Y | +146.2% | +70.1% | +76.1% | +78.9% |
| 5Y | +138.3% | +33.5% | +104.8% | +92.9% |
| All | +740.7% | +263.5% | +477.1% | +298.3% |
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