+584.9%
XYZ vs BN
+290.8%
+294.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +4.3% |
| 7D | -1.1% | -1.0% | -0.1% | -0.2% |
| 30D | +11.5% | +14.0% | -2.5% | -0.9% |
| 3M | +1.8% | -9.0% | +10.8% | +11.3% |
| 6M | +21.2% | -8.8% | +30.0% | +31.7% |
| YTD | +29.9% | -10.3% | +40.2% | +41.8% |
| 1Y | +35.8% | -5.8% | +41.6% | +41.5% |
| 3Y | +62.6% | +94.8% | -32.2% | -16.4% |
| 5Y | -62.8% | +31.5% | -94.3% | -71.2% |
| All | +584.9% | +290.8% | +294.0% | +128.1% |
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 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