+210.1%
W vs BB
+21.8%
+188.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.4% |
| 7D | +0.2% | +1.8% | -1.7% | -0.6% |
| 30D | +6.8% | +8.1% | -1.3% | +2.8% |
| 3M | +10.7% | -1.0% | +11.7% | +8.9% |
| 6M | +86.3% | +45.9% | +40.4% | +49.5% |
| YTD | +11.5% | +134.8% | -123.4% | -28.2% |
| 1Y | +5.1% | +104.6% | -99.5% | -29.1% |
| 3Y | +171.0% | +152.8% | +18.2% | +56.2% |
| 5Y | -56.6% | -17.4% | -39.2% | -62.0% |
| All | +210.1% | +21.8% | +188.4% | +45.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling