+34.5%
BBY vs A
+24.4%
+10.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.0% | +7.0% | +7.5% |
| 7D | +4.5% | -2.4% | +6.9% | +5.8% |
| 30D | +16.0% | +3.6% | +12.4% | +13.9% |
| 3M | +18.6% | +27.5% | -8.9% | +3.8% |
| 6M | +80.1% | +58.5% | +21.6% | +37.3% |
| YTD | +57.4% | +31.2% | +26.2% | +29.8% |
| 1Y | +34.5% | +22.2% | +12.3% | +15.9% |
| All | +34.5% | +24.4% | +10.1% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling