+104.6%
BB vs ADVB
-72.7%
+177.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -23.6% | +21.2% | -2.8% |
| 7D | +1.8% | +27.8% | -25.9% | +2.5% |
| 30D | +8.1% | -50.8% | +58.9% | +6.6% |
| 3M | -1.0% | -70.5% | +69.5% | -3.7% |
| 6M | +45.9% | -46.7% | +92.6% | +49.6% |
| YTD | +134.8% | -56.7% | +191.5% | +141.8% |
| 1Y | +104.6% | -71.8% | +176.4% | +107.7% |
| All | +104.6% | -72.7% | +177.3% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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