+1,874.3%
BE vs BB
+161.8%
+1,712.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +2.8% | +10.1% | +11.9% |
| 7D | +4.5% | +7.3% | -2.8% | +2.4% |
| 30D | -20.1% | +11.2% | -31.4% | -22.8% |
| 3M | -0.8% | +4.7% | -5.5% | -3.3% |
| 6M | -26.2% | +51.1% | -77.3% | -38.5% |
| YTD | +141.1% | +148.0% | -6.9% | +63.8% |
| 1Y | +64.8% | +106.1% | -41.3% | +19.8% |
| All | +1,874.3% | +161.8% | +1,712.4% | +927.5% |
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