+35,474.9%
LOW vs BN
+15,251.3%
+20,223.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.5% | +1.4% |
| 7D | -1.7% | -2.5% | +0.7% | -0.8% |
| 30D | -7.0% | -9.5% | +2.5% | -3.5% |
| 3M | -0.9% | -10.4% | +9.5% | +3.3% |
| 6M | -20.1% | -6.4% | -13.7% | -18.2% |
| YTD | -13.9% | -11.9% | -2.0% | -10.2% |
| 1Y | -21.1% | -8.6% | -12.5% | -19.2% |
| 3Y | -6.6% | +77.6% | -84.2% | -27.4% |
| 5Y | +9.4% | +37.0% | -27.7% | -7.8% |
| 10Y | +220.5% | +266.4% | -45.9% | +86.6% |
| All | +35,474.9% | +15,251.3% | +20,223.5% | +7,684.1% |
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