+391.9%
BAC vs BBY
+242.2%
+149.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -0.3% | +0.7% | -0.9% | -0.5% |
| 30D | -1.8% | +5.8% | -7.5% | -3.9% |
| 3M | +15.3% | +18.0% | -2.7% | +8.2% |
| 6M | +30.2% | +39.8% | -9.7% | +13.8% |
| YTD | +15.6% | +35.4% | -19.8% | +1.9% |
| 1Y | +27.5% | +21.4% | +6.1% | +16.1% |
| 3Y | +137.0% | +39.5% | +97.5% | +97.0% |
| 5Y | +75.6% | -0.5% | +76.1% | +58.9% |
| All | +391.9% | +242.2% | +149.7% | +185.7% |
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