+28.6%
P vs BB
+99.6%
-70.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.1% |
| 7D | +11.6% | +1.8% | +9.8% | +11.0% |
| 30D | -23.7% | +8.1% | -31.8% | -25.0% |
| 3M | -8.0% | -1.0% | -7.0% | -8.1% |
| 6M | +27.9% | +45.9% | -18.0% | +17.2% |
| YTD | +61.2% | +134.8% | -73.7% | +30.1% |
| 1Y | +28.6% | +104.6% | -76.0% | +0.5% |
| All | +28.6% | +99.6% | -70.9% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling