+40.6%
BBY vs ACI
-45.1%
+85.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.0% |
| 7D | +1.2% | -5.0% | +6.2% | +2.2% |
| 30D | +6.8% | -2.3% | +9.1% | +7.3% |
| 3M | +18.7% | -23.2% | +41.9% | +23.6% |
| 6M | +37.3% | -29.5% | +66.8% | +45.0% |
| YTD | +35.3% | -28.6% | +63.9% | +42.1% |
| 1Y | +20.7% | -34.0% | +54.7% | +28.9% |
| All | +40.6% | -45.1% | +85.6% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling