+18.0%
Q vs BB
+88.0%
-70.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.0% | -7.1% | -1.9% |
| 7D | -3.3% | -6.8% | +3.5% | -1.5% |
| 30D | -9.7% | -3.5% | -6.2% | -9.0% |
| 3M | -16.1% | -1.2% | -14.9% | -16.2% |
| 6M | -15.7% | +57.0% | -72.7% | -25.3% |
| YTD | +45.7% | +131.1% | -85.4% | +9.4% |
| 1Y | +18.0% | +87.6% | -69.6% | -4.2% |
| All | +18.0% | +88.0% | -70.0% | -4.2% |
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