-80.3%
RUN vs BB
-25.5%
-54.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.5% | -3.0% | -3.8% |
| 7D | -1.8% | +1.8% | -3.6% | -2.6% |
| 30D | -10.8% | -12.2% | +1.4% | -5.5% |
| 3M | -30.2% | -12.3% | -17.8% | -29.1% |
| 6M | -22.3% | +122.7% | -145.0% | -55.3% |
| YTD | -52.2% | +104.5% | -156.7% | -70.8% |
| 1Y | -45.1% | +106.7% | -151.8% | -66.8% |
| 3Y | -37.1% | +70.0% | -107.1% | -63.2% |
| 5Y | -80.3% | -27.8% | -52.5% | -80.6% |
| All | -80.3% | -25.5% | -54.8% | -80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling