+389.6%
BE vs BB
+100.8%
+288.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.3% | -2.4% |
| 7D | +23.9% | +1.8% | +22.1% | +23.4% |
| 30D | +27.8% | -12.2% | +40.1% | +32.6% |
| 3M | +3.7% | -12.3% | +16.1% | +8.6% |
| 6M | +78.0% | +122.7% | -44.7% | +31.2% |
| YTD | +209.9% | +104.5% | +105.4% | +135.3% |
| 1Y | +389.6% | +106.7% | +282.9% | +317.4% |
| All | +389.6% | +100.8% | +288.8% | +317.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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