-14.1%
CG vs BB
+88.0%
-102.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +7.0% | -2.4% | +3.9% |
| 7D | +9.4% | -6.8% | +16.3% | +10.1% |
| 30D | +8.7% | -3.5% | +12.2% | +8.6% |
| 3M | -15.0% | -1.2% | -13.7% | -15.5% |
| 6M | -13.2% | +57.0% | -70.2% | -22.5% |
| YTD | -26.2% | +131.1% | -157.3% | -41.3% |
| 1Y | -14.1% | +87.6% | -101.7% | -28.5% |
| All | -14.1% | +88.0% | -102.1% | -28.5% |
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