+248.1%
DGX vs BB
+1.6%
+246.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.6% |
| 7D | -0.9% | -0.4% | -0.5% | -0.9% |
| 30D | -1.2% | -12.5% | +11.4% | -0.5% |
| 3M | +15.8% | -17.4% | +33.2% | +16.5% |
| 6M | +18.2% | +119.1% | -101.0% | +11.4% |
| YTD | +37.2% | +102.4% | -65.2% | +29.9% |
| 1Y | +30.4% | +98.2% | -67.8% | +23.2% |
| 3Y | +96.7% | +46.9% | +49.8% | +85.8% |
| 5Y | +67.2% | -26.4% | +93.6% | +62.3% |
| All | +248.1% | +1.6% | +246.5% | +185.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling