+300.1%
BB vs MDY
+1,259.9%
-959.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.2% |
| 7D | -5.6% | +0.1% | -5.8% | -5.8% |
| 30D | -11.8% | -1.5% | -10.3% | -10.0% |
| 3M | -25.5% | +0.8% | -26.3% | -25.8% |
| 6M | +121.3% | +7.4% | +113.8% | +103.6% |
| YTD | +103.2% | +15.2% | +88.0% | +70.9% |
| 1Y | +102.6% | +16.5% | +86.1% | +67.6% |
| 3Y | +37.5% | +46.8% | -9.3% | -13.7% |
| 5Y | -30.4% | +46.0% | -76.5% | -54.2% |
| 10Y | 0.0% | +172.1% | -172.1% | -71.2% |
| All | +300.1% | +1,259.9% | -959.8% | -89.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling