-0.3%
BA vs BBY
+0.9%
-1.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | +2.5% | +8.1% | -5.6% | 0.0% |
| 30D | -10.1% | +8.9% | -19.0% | -12.6% |
| 3M | -2.4% | +22.0% | -24.4% | -8.7% |
| 6M | -8.8% | +37.8% | -46.6% | -18.6% |
| YTD | -2.9% | +37.3% | -40.2% | -13.7% |
| 1Y | -8.8% | +21.6% | -30.3% | -15.8% |
| 3Y | -0.3% | +41.5% | -41.8% | -16.2% |
| 5Y | -0.3% | +1.2% | -1.5% | -16.2% |
| All | -0.3% | +0.9% | -1.2% | -16.2% |
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