+38.1%
Q vs BB
+99.6%
-61.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -2.9% |
| 7D | +1.2% | +1.8% | -0.7% | +0.8% |
| 30D | -2.7% | +8.1% | -10.8% | -4.3% |
| 3M | -16.9% | -1.0% | -15.9% | -17.0% |
| 6M | -26.9% | +45.9% | -72.8% | -32.5% |
| YTD | +45.2% | +134.8% | -89.6% | +13.4% |
| 1Y | +38.1% | +104.6% | -66.5% | +10.1% |
| All | +38.1% | +99.6% | -61.4% | +10.1% |
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