+649.0%
P vs BB
+24.8%
+624.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.0% | +6.4% | +4.1% |
| 7D | +17.8% | +9.0% | +8.9% | +15.3% |
| 30D | -29.9% | +7.7% | -37.5% | -31.0% |
| 3M | -1.2% | +4.0% | -5.2% | -2.5% |
| 6M | +32.1% | +46.6% | -14.5% | +18.3% |
| YTD | +64.3% | +140.6% | -76.3% | +29.4% |
| 1Y | +24.3% | +103.1% | -78.8% | +1.3% |
| 3Y | +203.2% | +150.5% | +52.7% | +124.0% |
| 5Y | +290.4% | -15.4% | +305.8% | +250.6% |
| All | +649.0% | +24.8% | +624.2% | +326.8% |
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