+8.6%
V vs BN
-11.2%
+19.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.3% |
| 7D | -1.1% | -1.2% | +0.1% | -0.9% |
| 30D | +1.9% | -10.9% | +12.8% | +3.8% |
| 3M | +15.5% | -11.1% | +26.6% | +17.7% |
| 6M | +16.6% | -4.4% | +21.0% | +16.5% |
| YTD | +5.7% | -14.1% | +19.9% | +7.8% |
| 1Y | +8.6% | -11.1% | +19.6% | +9.7% |
| All | +8.6% | -11.2% | +19.8% | +9.7% |
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