+25.3%
U vs BB
+100.9%
-75.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.0% | +4.0% | +1.7% |
| 7D | +2.8% | +9.0% | -6.1% | +0.9% |
| 30D | +7.6% | +7.7% | -0.1% | +5.5% |
| 3M | +12.7% | +4.0% | +8.7% | +10.5% |
| 6M | +87.0% | +46.6% | +40.3% | +61.1% |
| YTD | +13.6% | +140.6% | -127.0% | -24.0% |
| 1Y | +25.3% | +103.1% | -77.8% | -14.4% |
| All | +25.3% | +100.9% | -75.6% | -14.4% |
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