+241.0%
RVMD vs BB
+88.0%
+153.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +7.0% | -4.1% | +2.1% |
| 7D | +5.8% | -6.8% | +12.6% | +6.4% |
| 30D | -3.8% | -3.5% | -0.3% | -3.9% |
| 3M | +3.2% | -1.2% | +4.5% | +2.8% |
| 6M | +35.0% | +57.0% | -22.0% | +39.2% |
| YTD | +150.7% | +131.1% | +19.6% | +158.6% |
| 1Y | +241.0% | +87.6% | +153.4% | +251.9% |
| All | +241.0% | +88.0% | +153.0% | +251.9% |
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