+8.1%
EWZ vs BB
+88.0%
-79.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.0% | -5.3% | +1.3% |
| 7D | -4.1% | -6.8% | +2.7% | -3.8% |
| 30D | -25.0% | -3.5% | -21.4% | -24.9% |
| 3M | -10.6% | -1.2% | -9.4% | -10.8% |
| 6M | -16.6% | +57.0% | -73.6% | -19.5% |
| YTD | +2.5% | +131.1% | -128.7% | -6.9% |
| 1Y | +8.1% | +87.6% | -79.5% | +1.3% |
| All | +8.1% | +88.0% | -79.9% | +1.3% |
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