+322.4%
NET vs BB
+133.0%
+189.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +7.0% | -9.5% | -4.7% |
| 7D | -16.4% | -6.8% | -9.6% | -14.5% |
| 30D | -25.8% | -3.5% | -22.3% | -25.3% |
| 3M | -11.5% | -1.2% | -10.3% | -11.7% |
| 6M | +18.9% | +57.0% | -38.1% | +1.3% |
| YTD | +35.2% | +131.1% | -95.9% | +1.4% |
| 1Y | +14.5% | +87.6% | -73.1% | -9.0% |
| All | +322.4% | +133.0% | +189.4% | +190.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling