+158.8%
B vs BBY
+0.2%
+158.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.3% |
| 7D | +1.0% | +1.2% | -0.1% | +0.9% |
| 30D | +9.5% | +6.8% | +2.7% | +8.6% |
| 3M | +14.3% | +18.7% | -4.4% | +12.0% |
| 6M | -1.9% | +37.3% | -39.2% | -5.7% |
| YTD | +4.1% | +35.3% | -31.2% | +0.1% |
| 1Y | +56.1% | +20.7% | +35.4% | +52.0% |
| 3Y | +202.0% | +39.4% | +162.6% | +180.1% |
| 5Y | +158.8% | -1.5% | +160.3% | +145.8% |
| All | +158.8% | +0.2% | +158.6% | +145.8% |
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