-0.7%
BBY vs ACI
-42.9%
+42.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | +4.5% | +2.3% | +2.2% | +3.8% |
| 30D | +16.8% | +1.2% | +15.6% | +16.3% |
| 3M | +23.2% | +6.8% | +16.4% | +20.9% |
| 6M | +91.9% | -18.7% | +110.7% | +100.1% |
| YTD | +61.6% | -20.2% | +81.9% | +68.5% |
| 1Y | +43.9% | -23.7% | +67.6% | +52.0% |
| 3Y | +88.6% | -31.6% | +120.3% | +102.9% |
| All | -0.7% | -42.9% | +42.2% | +7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling