+30.5%
ALL vs BB
+98.3%
-67.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.8% | +2.8% |
| 7D | -0.1% | +11.6% | -11.7% | +0.8% |
| 30D | +13.8% | +2.6% | +11.2% | +14.2% |
| 3M | -2.8% | +3.5% | -6.3% | -2.0% |
| 6M | +23.7% | +43.5% | -19.8% | +26.5% |
| YTD | +27.3% | +141.2% | -113.9% | +32.9% |
| 1Y | +30.5% | +97.4% | -66.9% | +35.2% |
| All | +30.5% | +98.3% | -67.7% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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