+180.5%
PL vs BB
+105.3%
+75.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -9.3% | -5.6% | -3.7% | -7.2% |
| 30D | -18.9% | -11.8% | -7.1% | -14.8% |
| 3M | -58.4% | -25.5% | -32.8% | -52.7% |
| 6M | -30.3% | +121.3% | -151.6% | -42.8% |
| YTD | -8.1% | +103.2% | -111.3% | -22.9% |
| 1Y | +180.5% | +102.6% | +77.9% | +178.4% |
| All | +180.5% | +105.3% | +75.2% | +178.4% |
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