+1.2%
BBY vs ACWI
+67.7%
-66.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +15.5% |
| 6M | +37.8% | +14.5% | +23.4% | +16.9% |
| YTD | +37.3% | +14.6% | +22.7% | +15.8% |
| 1Y | +21.6% | +21.4% | +0.1% | -4.2% |
| 3Y | +41.5% | +77.6% | -36.1% | -28.2% |
| 5Y | +1.2% | +68.1% | -66.8% | -46.5% |
| All | +1.2% | +67.7% | -66.5% | -46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling