-4.7%
BN vs BB
+88.0%
-92.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.0% | -0.9% | +5.5% |
| 7D | +12.0% | -6.8% | +18.8% | +12.5% |
| 30D | +17.0% | -3.5% | +20.5% | +16.9% |
| 3M | -3.2% | -1.2% | -2.0% | -3.6% |
| 6M | -3.9% | +57.0% | -60.8% | -12.6% |
| YTD | -5.6% | +131.1% | -136.7% | -23.4% |
| 1Y | -4.7% | +87.6% | -92.3% | -19.7% |
| All | -4.7% | +88.0% | -92.7% | -19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling