+49.1%
ADP vs BBY
-2.1%
+51.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.8% |
| 7D | +0.3% | +4.0% | -3.8% | -0.5% |
| 30D | +11.6% | +17.6% | -6.0% | +8.1% |
| 3M | +15.1% | +25.9% | -10.8% | +9.9% |
| 6M | +46.0% | +85.1% | -39.1% | +28.9% |
| YTD | +22.4% | +60.6% | -38.2% | +10.8% |
| 1Y | +24.5% | +40.2% | -15.7% | +15.5% |
| 3Y | +44.8% | +86.6% | -41.8% | +20.2% |
| 5Y | +49.1% | -3.7% | +52.8% | +34.6% |
| All | +49.1% | -2.1% | +51.1% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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