+34.5%
BBY vs ACWI
+14.9%
+19.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.7% | +6.3% | +7.3% |
| 7D | +4.5% | -0.5% | +5.0% | +4.7% |
| 30D | +16.0% | -1.6% | +17.6% | +16.6% |
| 3M | +18.6% | -1.3% | +20.0% | +19.1% |
| 6M | +80.1% | +5.8% | +74.2% | +76.0% |
| YTD | +57.4% | +12.7% | +44.7% | +47.6% |
| 1Y | +34.5% | +15.0% | +19.5% | +23.4% |
| All | +34.5% | +14.9% | +19.6% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling