+484.0%
V vs BN
+290.8%
+193.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +2.1% |
| 7D | +0.9% | -1.0% | +1.9% | +1.3% |
| 30D | +9.0% | +14.0% | -5.0% | +2.3% |
| 3M | +16.7% | -9.0% | +25.7% | +21.7% |
| 6M | +33.4% | -8.8% | +42.2% | +38.3% |
| YTD | +22.4% | -10.3% | +32.6% | +26.5% |
| 1Y | +27.7% | -5.8% | +33.5% | +28.7% |
| 3Y | +78.0% | +94.8% | -16.8% | +17.8% |
| 5Y | +108.5% | +31.5% | +77.0% | +66.5% |
| All | +484.0% | +290.8% | +193.2% | +139.2% |
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