+11,697.7%
GOOGL vs BN
+2,252.5%
+9,445.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.5% |
| 7D | +1.6% | -2.4% | +4.0% | +2.6% |
| 30D | -16.8% | +13.5% | -30.3% | -21.8% |
| 3M | -14.6% | -5.9% | -8.6% | -12.7% |
| 6M | -24.4% | -8.9% | -15.5% | -21.7% |
| YTD | -6.1% | -7.9% | +1.8% | -3.9% |
| 1Y | +1.0% | -8.3% | +9.3% | +3.5% |
| 3Y | +123.4% | +100.8% | +22.7% | +55.6% |
| 5Y | +103.2% | +38.2% | +65.0% | +65.2% |
| 10Y | +667.7% | +302.3% | +365.4% | +274.4% |
| All | +11,697.7% | +2,252.5% | +9,445.2% | +2,945.5% |
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 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