+521.8%
NOW vs BN
+281.2%
+240.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +3.9% | +3.6% |
| 7D | -5.6% | -2.4% | -3.1% | -4.3% |
| 30D | -26.8% | +13.5% | -40.3% | -32.3% |
| 3M | -19.4% | -5.9% | -13.5% | -17.3% |
| 6M | +12.3% | -8.9% | +21.2% | +16.9% |
| YTD | -32.9% | -7.9% | -25.0% | -31.1% |
| 1Y | -40.3% | -8.3% | -32.0% | -38.7% |
| 3Y | -19.1% | +100.8% | -119.8% | -48.6% |
| 5Y | -24.4% | +38.2% | -62.6% | -40.9% |
| 10Y | +521.8% | +302.3% | +219.5% | +148.3% |
| All | +521.8% | +281.2% | +240.6% | +148.3% |
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