+3.6%
GOOG vs BB
+88.0%
-84.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +7.0% | -3.7% | +2.9% |
| 7D | -10.7% | -6.8% | -3.9% | -10.5% |
| 30D | -16.4% | -3.5% | -12.9% | -16.4% |
| 3M | -23.4% | -1.2% | -22.2% | -23.5% |
| 6M | -24.2% | +57.0% | -81.2% | -25.1% |
| YTD | -8.3% | +131.1% | -139.4% | -13.4% |
| 1Y | +3.6% | +87.6% | -84.0% | -0.3% |
| All | +3.6% | +88.0% | -84.4% | -0.3% |
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