+281.3%
P vs BB
-30.6%
+311.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +6.5% | -5.6% | +12.2% | +8.4% |
| 30D | +18.8% | -11.8% | +30.6% | +22.9% |
| 3M | +26.7% | -25.5% | +52.3% | +36.3% |
| 6M | +62.2% | +121.3% | -59.1% | +24.1% |
| YTD | +48.5% | +103.2% | -54.7% | +16.7% |
| 1Y | +26.4% | +102.6% | -76.2% | -2.0% |
| 3Y | +159.4% | +37.5% | +121.9% | +112.0% |
| All | +281.3% | -30.6% | +311.8% | +261.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling