+398.8%
SN vs BN
+90.6%
+308.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +3.4% |
| 7D | +7.2% | +5.3% | +1.8% | +2.9% |
| 30D | +20.4% | +11.9% | +8.5% | +10.6% |
| 3M | +23.9% | -5.7% | +29.6% | +29.2% |
| 6M | +93.0% | -10.6% | +103.7% | +109.1% |
| YTD | +99.2% | -9.4% | +108.6% | +111.1% |
| 1Y | +142.6% | -8.8% | +151.4% | +155.4% |
| 3Y | +398.8% | +95.6% | +303.2% | +262.4% |
| All | +398.8% | +90.6% | +308.2% | +262.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling