+74.7%
PBR vs BB
+104.0%
-29.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.6% | -0.8% |
| 7D | +5.4% | -0.4% | +5.8% | +5.4% |
| 30D | +22.9% | -12.5% | +35.4% | +22.8% |
| 3M | +19.6% | -17.4% | +37.1% | +19.2% |
| 6M | +16.5% | +119.1% | -102.7% | +17.0% |
| YTD | +86.7% | +102.4% | -15.7% | +86.2% |
| 1Y | +74.7% | +98.2% | -23.5% | +77.0% |
| All | +74.7% | +104.0% | -29.3% | +77.0% |
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 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