+3,834.6%
ALL vs BBY
+13,597.5%
-9,762.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.3% |
| 7D | +5.0% | +4.5% | +0.6% | +4.2% |
| 30D | +13.3% | +16.8% | -3.5% | +10.3% |
| 3M | +3.2% | +23.2% | -20.0% | -0.6% |
| 6M | +25.3% | +91.9% | -66.6% | +11.5% |
| YTD | +30.5% | +61.6% | -31.2% | +19.0% |
| 1Y | +29.2% | +43.9% | -14.7% | +20.1% |
| 3Y | +119.1% | +88.6% | +30.5% | +89.4% |
| 5Y | +162.6% | -3.1% | +165.7% | +149.8% |
| 10Y | +378.8% | +290.2% | +88.6% | +251.0% |
| All | +3,834.6% | +13,597.5% | -9,762.9% | +1,830.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling