+102.6%
BB vs FGI
+81.8%
+20.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.5% | -7.5% | -0.2% |
| 7D | -5.6% | +0.5% | -6.2% | -5.7% |
| 30D | -11.8% | +65.4% | -77.2% | -13.7% |
| 3M | -25.5% | +23.5% | -49.0% | -26.7% |
| 6M | +121.3% | +60.5% | +60.7% | +114.8% |
| YTD | +103.2% | +30.0% | +73.2% | +97.7% |
| 1Y | +102.6% | +82.1% | +20.6% | +98.5% |
| All | +102.6% | +81.8% | +20.8% | +98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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