-53.6%
Z vs BB
+88.0%
-141.6%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +7.0% | +2.5% | +8.9% |
| 7D | +10.2% | -6.8% | +17.0% | +10.6% |
| 30D | +23.7% | -3.5% | +27.2% | +23.3% |
| 3M | -6.6% | -1.2% | -5.3% | -7.1% |
| 6M | -23.0% | +57.0% | -80.0% | -30.0% |
| YTD | -50.3% | +131.1% | -181.4% | -59.9% |
| 1Y | -53.6% | +87.6% | -141.2% | -61.9% |
| All | -53.6% | +88.0% | -141.6% | -61.9% |
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