+875.9%
BAX vs BBY
+75,590.7%
-74,714.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.2% | -2.2% | +0.7% |
| 7D | -1.1% | +9.5% | -10.6% | -2.0% |
| 30D | -5.5% | +6.8% | -12.3% | -6.1% |
| 3M | +33.5% | +28.9% | +4.7% | +30.3% |
| 6M | +35.9% | +37.8% | -1.9% | +31.5% |
| YTD | +35.4% | +38.7% | -3.4% | +30.9% |
| 1Y | +9.8% | +23.7% | -13.9% | +7.2% |
| 3Y | -32.7% | +39.1% | -71.8% | -35.3% |
| 5Y | -65.6% | -0.4% | -65.1% | -66.3% |
| 10Y | -34.9% | +234.0% | -268.9% | -43.0% |
| All | +875.9% | +75,590.7% | -74,714.8% | +395.2% |
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 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