+55.3%
B vs BB
+102.8%
-47.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -1.7% |
| 7D | +2.3% | +0.5% | +1.8% | +2.2% |
| 30D | +1.4% | -12.4% | +13.7% | +2.9% |
| 3M | +12.2% | -15.3% | +27.5% | +12.9% |
| 6M | -2.1% | +128.8% | -130.9% | -13.9% |
| YTD | +2.9% | +107.7% | -104.7% | -7.9% |
| 1Y | +55.3% | +103.9% | -48.6% | +38.0% |
| All | +55.3% | +102.8% | -47.5% | +38.0% |
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