+65.2%
CAPR vs BB
+99.6%
-34.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.4% | -4.5% | -6.3% |
| 7D | +5.9% | +1.8% | +4.1% | +5.9% |
| 30D | +44.6% | +8.1% | +36.5% | +41.8% |
| 3M | +126.4% | -1.0% | +127.4% | +124.6% |
| 6M | -68.6% | +45.9% | -114.5% | -76.1% |
| YTD | -67.0% | +134.8% | -201.8% | -86.2% |
| 1Y | +65.2% | +104.6% | -39.4% | -37.9% |
| All | +65.2% | +99.6% | -34.4% | -37.9% |
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 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