+40.3%
BBY vs ACWI
+12.3%
+28.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | +10.9% | -0.2% | +11.1% | +10.9% |
| 30D | +19.6% | -3.3% | +22.9% | +21.1% |
| 3M | +27.6% | -3.4% | +31.0% | +29.2% |
| 6M | +79.4% | +0.8% | +78.6% | +78.7% |
| YTD | +61.7% | +10.7% | +51.0% | +52.4% |
| 1Y | +40.3% | +11.6% | +28.7% | +31.1% |
| All | +40.3% | +12.3% | +28.0% | +31.1% |
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