+55.3%
V vs BN
+85.7%
-30.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -1.7% | -2.5% | +0.8% | -1.1% |
| 30D | +2.0% | -9.5% | +11.5% | +4.7% |
| 3M | +17.4% | -10.4% | +27.7% | +20.7% |
| 6M | +17.5% | -6.4% | +23.9% | +18.8% |
| YTD | +7.6% | -11.9% | +19.5% | +10.5% |
| 1Y | +7.7% | -8.6% | +16.3% | +9.0% |
| All | +55.3% | +85.7% | -30.5% | +33.1% |
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 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