+156.1%
BB vs FGI
0.0%
+156.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.6% | +5.4% |
| 7D | +15.0% | -1.4% | +16.3% | +15.0% |
| 30D | +3.5% | -3.2% | +6.7% | +3.5% |
| 3M | +2.7% | +64.1% | -61.4% | -0.1% |
| 6M | +44.7% | +17.2% | +27.6% | +41.7% |
| YTD | +143.3% | +31.6% | +111.7% | +134.6% |
| 1Y | +102.2% | +45.1% | +57.1% | +94.1% |
| 3Y | +156.1% | -2.0% | +158.1% | +145.5% |
| All | +156.1% | 0.0% | +156.1% | +145.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling