+29.3%
V vs BN
-3.9%
+33.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.1% | -2.2% | +2.6% |
| 7D | +9.0% | +12.0% | -3.0% | +6.6% |
| 30D | +18.1% | +17.0% | +1.1% | +14.6% |
| 3M | +18.3% | -3.2% | +21.6% | +18.3% |
| 6M | +34.1% | -3.9% | +37.9% | +33.8% |
| YTD | +25.2% | -5.6% | +30.8% | +25.2% |
| 1Y | +29.3% | -4.7% | +34.1% | +28.1% |
| All | +29.3% | -3.9% | +33.2% | +28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling