+26.6%
BA vs BBY
+282.3%
-255.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.6% | +1.4% |
| 7D | 0.0% | +10.9% | -10.9% | -4.2% |
| 30D | -8.9% | +19.6% | -28.6% | -15.7% |
| 3M | -25.5% | +27.6% | -53.1% | -33.2% |
| 6M | -27.0% | +79.4% | -106.4% | -43.6% |
| YTD | -20.1% | +61.7% | -81.8% | -36.3% |
| 1Y | -11.0% | +40.3% | -51.3% | -24.9% |
| 3Y | -11.8% | +87.9% | -99.7% | -38.0% |
| 5Y | -20.6% | +0.2% | -20.8% | -28.9% |
| 10Y | +26.6% | +274.5% | -247.8% | -24.9% |
| All | +26.6% | +282.3% | -255.7% | -24.9% |
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