+13,507.3%
GOOGL vs BN
+2,150.5%
+11,356.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -2.3% | -2.5% | +0.2% | -1.2% |
| 30D | -6.6% | -9.5% | +2.9% | -2.3% |
| 3M | -8.9% | -10.4% | +1.4% | -4.4% |
| 6M | +11.9% | -6.4% | +18.2% | +15.0% |
| YTD | +8.3% | -11.9% | +20.2% | +13.7% |
| 1Y | +46.2% | -8.6% | +54.8% | +50.6% |
| 3Y | +151.9% | +77.6% | +74.3% | +85.7% |
| 5Y | +137.7% | +37.0% | +100.7% | +94.7% |
| 10Y | +757.6% | +266.4% | +491.2% | +337.6% |
| All | +13,507.3% | +2,150.5% | +11,356.8% | +3,501.3% |
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 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