+2.7%
EXE vs BB
+101.1%
-98.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +0.2% |
| 7D | -2.2% | -2.1% | -0.1% | -2.2% |
| 30D | -0.8% | -16.0% | +15.2% | -1.1% |
| 3M | +10.0% | -14.5% | +24.6% | +9.7% |
| 6M | -6.3% | +118.6% | -124.9% | -5.6% |
| YTD | -10.7% | +98.9% | -109.6% | -10.0% |
| 1Y | +2.7% | +99.5% | -96.8% | +5.3% |
| All | +2.7% | +101.1% | -98.4% | +5.3% |
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