-0.5%
BBY vs A
-16.6%
+16.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.6% |
| 7D | +0.7% | -4.6% | +5.3% | +3.1% |
| 30D | +5.8% | -4.3% | +10.0% | +7.9% |
| 3M | +18.0% | +8.9% | +9.1% | +12.0% |
| 6M | +39.8% | +24.5% | +15.3% | +23.2% |
| YTD | +35.4% | +5.8% | +29.6% | +29.4% |
| 1Y | +21.4% | +16.2% | +5.2% | +10.3% |
| 3Y | +39.5% | +28.5% | +11.1% | +15.3% |
| 5Y | -0.5% | -16.3% | +15.8% | -5.7% |
| All | -0.5% | -16.6% | +16.1% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling