+37.0%
BBY vs ACI
+25.9%
+11.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.2% |
| 7D | +9.5% | +0.2% | +9.3% | +9.5% |
| 30D | +6.8% | +5.9% | +0.9% | +5.5% |
| 3M | +28.9% | -19.8% | +48.6% | +34.2% |
| 6M | +37.8% | -24.7% | +62.5% | +45.4% |
| YTD | +38.7% | -24.4% | +63.1% | +45.8% |
| 1Y | +23.7% | -31.5% | +55.2% | +32.7% |
| 3Y | +39.1% | -38.7% | +77.8% | +52.1% |
| 5Y | -0.4% | -42.8% | +42.4% | +8.5% |
| All | +37.0% | +25.9% | +11.1% | +23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling