+692.8%
GOOGL vs BN
+290.8%
+402.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.2% |
| 7D | +3.9% | -1.0% | +4.8% | +4.3% |
| 30D | -14.9% | +14.0% | -28.9% | -20.5% |
| 3M | -14.6% | -9.0% | -5.5% | -11.1% |
| 6M | -26.4% | -8.8% | -17.6% | -23.7% |
| YTD | -5.3% | -10.3% | +4.9% | -1.8% |
| 1Y | +6.5% | -5.8% | +12.3% | +7.8% |
| 3Y | +126.0% | +94.8% | +31.3% | +53.5% |
| 5Y | +100.8% | +31.5% | +69.4% | +63.3% |
| All | +692.8% | +290.8% | +402.0% | +262.6% |
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