+97.4%
BB vs ADVB
-73.6%
+171.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.9% | -3.8% | -0.8% |
| 7D | +11.6% | -4.1% | +15.7% | +11.5% |
| 30D | +2.6% | -60.3% | +62.8% | +0.4% |
| 3M | +3.5% | -73.3% | +76.8% | +0.3% |
| 6M | +43.5% | -65.9% | +109.4% | +44.3% |
| YTD | +141.2% | -63.9% | +205.0% | +146.7% |
| 1Y | +97.4% | -74.1% | +171.6% | +98.7% |
| All | +97.4% | -73.6% | +171.0% | +98.7% |
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