+107.5%
ALL vs BB
+132.4%
-24.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.4% | -8.9% | -4.4% |
| 7D | -1.9% | +3.8% | -5.7% | -1.9% |
| 30D | +13.8% | -0.3% | +14.1% | +13.8% |
| 3M | -7.0% | -0.5% | -6.5% | -6.9% |
| 6M | +18.0% | +45.9% | -27.9% | +17.7% |
| YTD | +24.2% | +130.6% | -106.4% | +23.3% |
| 1Y | +31.2% | +89.2% | -58.0% | +30.6% |
| 3Y | +107.5% | +137.5% | -30.0% | +104.4% |
| All | +107.5% | +132.4% | -24.9% | +104.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling