+1,784.6%
BE vs BB
+68.2%
+1,716.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.2% | +7.4% | +8.8% |
| 7D | +29.8% | +0.5% | +29.3% | +29.6% |
| 30D | +26.4% | -12.4% | +38.7% | +32.1% |
| 3M | +9.3% | -15.3% | +24.6% | +14.0% |
| 6M | +105.1% | +128.8% | -23.7% | +42.4% |
| YTD | +219.0% | +107.7% | +111.4% | +129.7% |
| 1Y | +418.8% | +103.9% | +314.9% | +272.5% |
| 3Y | +1,784.6% | +72.6% | +1,712.0% | +1,136.4% |
| All | +1,784.6% | +68.2% | +1,716.4% | +1,136.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling