+518.1%
BE vs BB
-11.2%
+529.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +2.8% | +10.1% | +11.6% |
| 7D | +4.5% | +7.3% | -2.8% | +1.8% |
| 30D | -20.1% | +11.2% | -31.4% | -23.9% |
| 3M | -0.8% | +4.7% | -5.5% | -4.6% |
| 6M | -26.2% | +51.1% | -77.3% | -43.4% |
| YTD | +141.1% | +148.0% | -6.9% | +41.1% |
| 1Y | +64.8% | +106.1% | -41.3% | +5.5% |
| 3Y | +1,887.4% | +158.2% | +1,729.1% | +879.4% |
| 5Y | +518.1% | -10.8% | +528.9% | +552.7% |
| All | +518.1% | -11.2% | +529.3% | +552.7% |
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