+99.5%
U vs BN
+90.6%
+8.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +6.4% |
| 7D | +36.6% | +5.3% | +31.2% | +28.4% |
| 30D | +13.3% | +11.9% | +1.4% | +0.2% |
| 3M | +26.2% | -5.7% | +31.9% | +32.3% |
| 6M | +88.7% | -10.6% | +99.4% | +107.8% |
| YTD | +16.6% | -9.4% | +25.9% | +27.7% |
| 1Y | +29.0% | -8.8% | +37.7% | +40.1% |
| 3Y | +99.5% | +95.6% | +3.9% | -2.6% |
| All | +99.5% | +90.6% | +8.9% | -2.6% |
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 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