+64.5%
BB vs RVTY
+18.2%
+46.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -5.6% | +1.1% | -6.7% | -6.1% |
| 30D | -11.8% | +13.2% | -25.0% | -16.1% |
| 3M | -25.5% | +27.2% | -52.8% | -32.6% |
| 6M | +121.3% | +32.4% | +88.9% | +95.9% |
| YTD | +103.2% | +34.9% | +68.3% | +77.7% |
| 1Y | +102.6% | +52.4% | +50.3% | +66.7% |
| All | +64.5% | +18.2% | +46.4% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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