+48.5%
BB vs MDY
+48.7%
-0.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.5% | -0.1% |
| 7D | +1.8% | -0.8% | +2.6% | +2.9% |
| 30D | -12.2% | -3.9% | -8.4% | -7.4% |
| 3M | -12.3% | 0.0% | -12.3% | -11.9% |
| 6M | +122.7% | +8.5% | +114.2% | +102.5% |
| YTD | +104.5% | +13.2% | +91.3% | +75.7% |
| 1Y | +106.7% | +15.0% | +91.6% | +73.4% |
| All | +48.5% | +48.7% | -0.2% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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