+140.2%
NI vs BN
+265.2%
-125.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.2% |
| 7D | 0.0% | -5.2% | +5.2% | +1.7% |
| 30D | -1.4% | -14.5% | +13.1% | +3.6% |
| 3M | -10.6% | -15.0% | +4.4% | -6.0% |
| 6M | -9.3% | -5.4% | -3.9% | -8.5% |
| YTD | +1.1% | -16.4% | +17.6% | +5.9% |
| 1Y | +3.4% | -16.2% | +19.6% | +7.8% |
| 3Y | +67.9% | +67.5% | +0.3% | +32.8% |
| 5Y | +98.0% | +34.1% | +63.8% | +64.6% |
| All | +140.2% | +265.2% | -125.0% | +41.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling