+41.5%
BBY vs ACWI
+77.6%
-36.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.5% |
| 7D | +8.1% | +1.1% | +7.0% | +6.9% |
| 30D | +8.9% | -0.2% | +9.1% | +9.1% |
| 3M | +22.0% | +4.7% | +17.4% | +15.9% |
| 6M | +37.8% | +14.5% | +23.4% | +17.6% |
| YTD | +37.3% | +14.6% | +22.7% | +16.3% |
| 1Y | +21.6% | +21.4% | +0.1% | -4.2% |
| 3Y | +41.5% | +77.6% | -36.1% | -27.7% |
| All | +41.5% | +77.6% | -36.1% | -27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling