+9,799.5%
BN vs BB
+307.3%
+9,492.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.4% | -5.3% | -1.4% |
| 7D | +5.3% | +3.8% | +1.5% | +4.9% |
| 30D | +11.9% | -0.3% | +12.2% | +11.6% |
| 3M | -5.7% | -0.5% | -5.3% | -6.3% |
| 6M | -10.6% | +45.9% | -56.5% | -15.7% |
| YTD | -9.4% | +130.6% | -140.0% | -19.1% |
| 1Y | -8.8% | +89.2% | -98.0% | -16.9% |
| 3Y | +95.6% | +137.5% | -41.9% | +69.5% |
| 5Y | +30.2% | -20.9% | +51.1% | +23.5% |
| 10Y | +277.0% | +25.4% | +251.6% | +212.5% |
| All | +9,799.5% | +307.3% | +9,492.2% | +8,386.9% |
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