+108.3%
V vs BN
+31.1%
+77.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.9% |
| 7D | +0.9% | -1.0% | +1.9% | +1.2% |
| 30D | +9.0% | +14.0% | -5.0% | +4.0% |
| 3M | +16.7% | -9.0% | +25.7% | +20.4% |
| 6M | +33.4% | -8.8% | +42.2% | +37.1% |
| YTD | +22.4% | -10.3% | +32.6% | +25.6% |
| 1Y | +27.7% | -5.8% | +33.5% | +28.5% |
| 3Y | +78.0% | +94.8% | -16.8% | +30.6% |
| All | +108.3% | +31.1% | +77.3% | +80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling