+37.8%
BBY vs ACI
+21.2%
+16.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.2% | -0.2% | +2.3% |
| 7D | +0.6% | -3.7% | +4.3% | +1.4% |
| 30D | +9.4% | +0.6% | +8.8% | +9.3% |
| 3M | +19.3% | -20.3% | +39.7% | +24.5% |
| 6M | +47.9% | -24.7% | +72.6% | +55.9% |
| YTD | +39.6% | -27.2% | +66.8% | +47.9% |
| 1Y | +22.2% | -32.7% | +54.9% | +31.6% |
| 3Y | +45.0% | -43.9% | +88.9% | +61.9% |
| 5Y | +2.6% | -38.9% | +41.4% | +10.9% |
| All | +37.8% | +21.2% | +16.6% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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