+911.5%
BE vs BB
-25.2%
+936.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +20.0% | -5.6% | +25.6% | +22.7% |
| 30D | +7.9% | -11.8% | +19.7% | +12.9% |
| 3M | -13.2% | -25.5% | +12.3% | -4.5% |
| 6M | +53.5% | +121.3% | -67.8% | +4.7% |
| YTD | +191.0% | +103.2% | +87.9% | +104.9% |
| 1Y | +360.5% | +102.6% | +257.9% | +221.5% |
| 3Y | +1,568.0% | +37.5% | +1,530.5% | +1,145.0% |
| 5Y | +1,055.2% | -30.4% | +1,085.6% | +997.9% |
| All | +911.5% | -25.2% | +936.7% | +499.5% |
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 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