+57.4%
MAR vs BN
-3.9%
+61.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.1% | -4.0% | -0.3% |
| 7D | +7.7% | +12.0% | -4.3% | +3.1% |
| 30D | +19.4% | +17.0% | +2.4% | +12.3% |
| 3M | +23.3% | -3.2% | +26.6% | +24.4% |
| 6M | +22.8% | -3.9% | +26.7% | +23.9% |
| YTD | +37.8% | -5.6% | +43.4% | +38.4% |
| 1Y | +57.4% | -4.7% | +62.1% | +56.7% |
| All | +57.4% | -3.9% | +61.3% | +56.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling