+1,251.0%
BE vs BB
-27.1%
+1,278.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.2% | +7.4% | +8.6% |
| 7D | +29.8% | +0.5% | +29.3% | +29.5% |
| 30D | +26.4% | -12.4% | +38.7% | +33.7% |
| 3M | +9.3% | -15.3% | +24.6% | +14.6% |
| 6M | +105.1% | +128.8% | -23.7% | +26.1% |
| YTD | +219.0% | +107.7% | +111.4% | +105.4% |
| 1Y | +418.8% | +103.9% | +314.9% | +232.1% |
| 3Y | +1,784.6% | +72.6% | +1,712.0% | +1,064.8% |
| 5Y | +1,251.0% | -24.3% | +1,275.2% | +1,310.3% |
| All | +1,251.0% | -27.1% | +1,278.0% | +1,310.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling