+33.4%
AG vs BBY
+33.0%
+0.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +8.0% | +1.2% | +8.1% |
| 7D | -2.6% | +4.5% | -7.1% | -3.2% |
| 30D | -12.1% | +16.0% | -28.1% | -13.6% |
| 3M | -6.6% | +18.6% | -25.2% | -8.3% |
| 6M | -20.5% | +80.1% | -100.5% | -21.9% |
| YTD | -7.4% | +57.4% | -64.9% | -8.1% |
| 1Y | +33.4% | +34.5% | -1.1% | +35.7% |
| All | +33.4% | +33.0% | +0.4% | +35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling