+69.6%
PBR vs BB
+105.3%
-35.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +8.6% | -5.6% | +14.2% | +8.6% |
| 30D | +12.8% | -11.8% | +24.6% | +12.7% |
| 3M | +14.7% | -25.5% | +40.2% | +14.2% |
| 6M | +25.2% | +121.3% | -96.1% | +26.1% |
| YTD | +77.1% | +103.2% | -26.0% | +77.2% |
| 1Y | +69.6% | +102.6% | -33.1% | +75.6% |
| All | +69.6% | +105.3% | -35.8% | +75.6% |
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 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