+361.5%
ALL vs BBY
+252.7%
+108.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.1% |
| 7D | -2.3% | +0.6% | -2.8% | -2.4% |
| 30D | -0.4% | +9.4% | -9.8% | -2.3% |
| 3M | +16.0% | +19.3% | -3.3% | +11.5% |
| 6M | +24.6% | +47.9% | -23.3% | +13.5% |
| YTD | +23.7% | +39.6% | -15.9% | +13.8% |
| 1Y | +27.7% | +22.2% | +5.5% | +20.6% |
| 3Y | +150.2% | +45.0% | +105.3% | +117.6% |
| 5Y | +117.1% | +2.6% | +114.5% | +100.1% |
| All | +361.5% | +252.7% | +108.8% | +224.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling