+293.0%
LOW vs BB
+21.8%
+271.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.4% |
| 7D | +1.4% | +1.8% | -0.4% | +1.2% |
| 30D | +21.7% | +8.1% | +13.6% | +20.2% |
| 3M | +5.0% | -1.0% | +6.0% | +4.4% |
| 6M | +4.6% | +45.9% | -41.3% | -2.4% |
| YTD | -3.5% | +134.8% | -138.3% | -15.6% |
| 1Y | +0.5% | +104.6% | -104.1% | -10.8% |
| 3Y | +24.8% | +152.8% | -128.0% | +3.4% |
| 5Y | +6.5% | -17.4% | +23.9% | -2.0% |
| All | +293.0% | +21.8% | +271.2% | +178.9% |
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