+641.7%
BE vs BB
-11.3%
+652.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -4.0% |
| 7D | -13.4% | +11.6% | -25.0% | -17.0% |
| 30D | -33.9% | +2.6% | -36.5% | -34.5% |
| 3M | -12.0% | +3.5% | -15.5% | -14.5% |
| 6M | -29.0% | +43.5% | -72.5% | -41.9% |
| YTD | +113.4% | +141.2% | -27.8% | +38.8% |
| 1Y | +33.2% | +97.4% | -64.2% | -6.2% |
| 3Y | +1,659.2% | +151.1% | +1,508.1% | +922.5% |
| 5Y | +461.4% | -12.8% | +474.2% | +384.9% |
| All | +641.7% | -11.3% | +652.9% | +305.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling