+116.1%
ALL vs BBY
+0.2%
+115.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.2% |
| 7D | -2.2% | +1.2% | -3.4% | -2.4% |
| 30D | -5.6% | +6.8% | -12.4% | -6.4% |
| 3M | +17.2% | +18.7% | -1.5% | +14.5% |
| 6M | +23.2% | +37.3% | -14.0% | +17.5% |
| YTD | +23.6% | +35.3% | -11.7% | +17.9% |
| 1Y | +29.2% | +20.7% | +8.5% | +25.0% |
| 3Y | +153.8% | +39.4% | +114.4% | +131.6% |
| 5Y | +116.1% | -1.5% | +117.6% | +93.3% |
| All | +116.1% | +0.2% | +115.9% | +93.3% |
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 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