+25.0%
V vs BN
-9.6%
+34.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -0.4% | -0.3% | -0.1% | -0.3% |
| 30D | +6.3% | +13.6% | -7.2% | +3.9% |
| 3M | +17.2% | -6.7% | +23.8% | +18.0% |
| 6M | +29.2% | -9.0% | +38.2% | +30.4% |
| YTD | +20.8% | -8.8% | +29.6% | +21.7% |
| 1Y | +25.0% | -10.6% | +35.6% | +25.9% |
| All | +25.0% | -9.6% | +34.6% | +25.9% |
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