+475.8%
NDAQ vs BB
+28.9%
+446.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.5% |
| 7D | +2.9% | +11.6% | -8.7% | +1.9% |
| 30D | +17.5% | +2.6% | +14.9% | +16.9% |
| 3M | +15.4% | +3.5% | +11.9% | +14.5% |
| 6M | +24.6% | +43.5% | -18.9% | +18.4% |
| YTD | +14.4% | +141.2% | -126.7% | +2.9% |
| 1Y | +26.9% | +97.4% | -70.5% | +16.2% |
| 3Y | +119.8% | +151.1% | -31.3% | +90.7% |
| 5Y | +70.5% | -12.8% | +83.3% | +59.1% |
| 10Y | +475.8% | +27.5% | +448.3% | +359.7% |
| All | +475.8% | +28.9% | +446.9% | +359.7% |
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