+5,059.0%
NI vs BN
+15,251.3%
-10,192.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.6% |
| 7D | +2.0% | -2.5% | +4.5% | +2.6% |
| 30D | -3.5% | -9.5% | +6.0% | -1.3% |
| 3M | -9.1% | -10.4% | +1.3% | -6.9% |
| 6M | -11.8% | -6.4% | -5.5% | -10.9% |
| YTD | +1.1% | -11.9% | +13.0% | +3.4% |
| 1Y | +6.7% | -8.6% | +15.3% | +7.9% |
| 3Y | +71.1% | +77.6% | -6.5% | +44.6% |
| 5Y | +94.3% | +37.0% | +57.3% | +71.5% |
| 10Y | +135.8% | +266.4% | -130.6% | +63.8% |
| All | +5,059.0% | +15,251.3% | -10,192.4% | +2,397.9% |
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