+23.0%
C vs BB
+98.3%
-75.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | -0.4% | +11.6% | -12.0% | -1.4% |
| 30D | -5.2% | +2.6% | -7.7% | -5.6% |
| 3M | -9.1% | +3.5% | -12.6% | -9.7% |
| 6M | -1.6% | +43.5% | -45.1% | -6.6% |
| YTD | +6.9% | +141.2% | -134.2% | -9.6% |
| 1Y | +23.0% | +97.4% | -74.4% | +6.8% |
| All | +23.0% | +98.3% | -75.3% | +6.8% |
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