+71.4%
MSFT vs BN
+35.3%
+36.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.1% |
| 7D | -1.4% | -1.2% | -0.2% | -0.9% |
| 30D | -1.0% | -10.9% | +9.9% | +3.8% |
| 3M | +20.2% | -11.1% | +31.3% | +26.1% |
| 6M | +21.3% | -4.4% | +25.6% | +22.7% |
| YTD | +2.8% | -14.1% | +16.9% | +8.5% |
| 1Y | 0.0% | -11.1% | +11.0% | +3.5% |
| 3Y | +51.2% | +75.6% | -24.3% | +10.4% |
| 5Y | +71.4% | +35.8% | +35.6% | +41.5% |
| All | +71.4% | +35.3% | +36.1% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling