+15,614.6%
MA vs BB
-59.7%
+15,674.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.4% | -4.9% | -1.2% |
| 7D | +2.3% | +3.8% | -1.5% | +1.6% |
| 30D | +14.7% | -0.3% | +15.0% | +14.1% |
| 3M | +13.5% | -0.5% | +14.0% | +12.3% |
| 6M | +33.1% | +45.9% | -12.8% | +21.3% |
| YTD | +15.1% | +130.6% | -115.5% | -3.5% |
| 1Y | +18.7% | +89.2% | -70.4% | +2.5% |
| 3Y | +72.1% | +137.5% | -65.4% | +34.8% |
| 5Y | +92.8% | -20.9% | +113.7% | +76.4% |
| 10Y | +571.6% | +25.4% | +546.3% | +349.9% |
| All | +15,614.6% | -59.7% | +15,674.3% | +12,395.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling