+311.1%
SPOT vs BN
+222.9%
+88.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +3.1% |
| 7D | +1.6% | -1.0% | +2.6% | +2.0% |
| 30D | +16.9% | +14.0% | +3.0% | +9.7% |
| 3M | +23.0% | -9.0% | +32.0% | +28.1% |
| 6M | +42.2% | -8.8% | +51.0% | +47.1% |
| YTD | +5.5% | -10.3% | +15.8% | +9.0% |
| 1Y | -5.1% | -5.8% | +0.7% | -4.3% |
| 3Y | +257.9% | +94.8% | +163.1% | +140.5% |
| 5Y | +118.4% | +31.5% | +86.9% | +76.8% |
| All | +311.1% | +222.9% | +88.2% | +86.6% |
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