+250.1%
SPOT vs BN
+199.3%
+50.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.3% |
| 7D | -6.9% | -5.9% | -1.0% | -4.1% |
| 30D | +4.1% | -15.1% | +19.2% | +12.5% |
| 3M | +3.7% | -14.6% | +18.3% | +11.4% |
| 6M | -1.6% | -8.4% | +6.8% | +1.6% |
| YTD | -10.2% | -16.8% | +6.7% | -3.5% |
| 1Y | -25.9% | -14.4% | -11.5% | -22.0% |
| 3Y | +235.6% | +70.1% | +165.5% | +140.9% |
| 5Y | +110.6% | +33.5% | +77.0% | +70.7% |
| All | +250.1% | +199.3% | +50.8% | +65.3% |
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