+1,107.2%
NI vs BB
+258.8%
+848.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.0% | -5.6% | +7.7% | +2.3% |
| 30D | -3.5% | -11.8% | +8.3% | -3.0% |
| 3M | -9.1% | -25.5% | +16.4% | -8.2% |
| 6M | -11.8% | +121.3% | -133.1% | -16.0% |
| YTD | +1.1% | +103.2% | -102.1% | -3.3% |
| 1Y | +6.7% | +102.6% | -95.9% | +1.9% |
| 3Y | +71.1% | +37.5% | +33.6% | +63.9% |
| 5Y | +94.3% | -30.4% | +124.7% | +89.9% |
| 10Y | +135.8% | 0.0% | +135.8% | +112.6% |
| All | +1,107.2% | +258.8% | +848.3% | +993.6% |
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