+140.2%
NI vs BB
+1.6%
+138.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.1% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | -1.4% | -12.5% | +11.2% | -0.9% |
| 3M | -10.6% | -17.4% | +6.9% | -10.2% |
| 6M | -9.3% | +119.1% | -128.5% | -13.0% |
| YTD | +1.1% | +102.4% | -101.2% | -2.7% |
| 1Y | +3.4% | +98.2% | -94.8% | -0.6% |
| 3Y | +67.9% | +46.9% | +20.9% | +61.3% |
| 5Y | +98.0% | -26.4% | +124.3% | +92.7% |
| All | +140.2% | +1.6% | +138.6% | +96.2% |
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