+196.3%
P vs BB
+161.8%
+34.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.6% | +3.5% |
| 7D | -4.7% | +7.3% | -12.0% | -6.5% |
| 30D | -31.4% | +11.2% | -42.7% | -33.4% |
| 3M | -2.6% | +4.7% | -7.3% | -4.5% |
| 6M | +21.9% | +51.1% | -29.2% | +6.1% |
| YTD | +58.9% | +148.0% | -89.1% | +18.7% |
| 1Y | +21.7% | +106.1% | -84.4% | -4.9% |
| All | +196.3% | +161.8% | +34.5% | +81.0% |
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