+23.3%
BA vs BB
+21.8%
+1.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.4% |
| 7D | -1.1% | +1.8% | -2.9% | -1.5% |
| 30D | -7.1% | +8.1% | -15.3% | -9.1% |
| 3M | -25.5% | -1.0% | -24.5% | -26.4% |
| 6M | -28.7% | +45.9% | -74.6% | -36.3% |
| YTD | -21.0% | +134.8% | -155.8% | -36.6% |
| 1Y | -11.9% | +104.6% | -116.5% | -27.4% |
| 3Y | -16.2% | +152.8% | -169.0% | -37.8% |
| 5Y | -22.4% | -17.4% | -4.9% | -30.3% |
| All | +23.3% | +21.8% | +1.6% | -24.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling