+34.3%
BP vs BB
+105.3%
-71.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +3.9% | -5.6% | +9.6% | +3.7% |
| 30D | +7.6% | -11.8% | +19.4% | +7.2% |
| 3M | +0.7% | -25.5% | +26.2% | -0.7% |
| 6M | +15.5% | +121.3% | -105.8% | +19.4% |
| YTD | +30.8% | +103.2% | -72.3% | +34.9% |
| 1Y | +34.3% | +102.6% | -68.3% | +36.7% |
| All | +34.3% | +105.3% | -71.0% | +36.7% |
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