+374.6%
BBY vs ACWI
+341.2%
+33.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.6% | +4.1% | +4.0% |
| 7D | +10.5% | +0.3% | +10.2% | +10.3% |
| 30D | +22.1% | -2.8% | +25.0% | +25.8% |
| 3M | +31.0% | -3.2% | +34.1% | +35.2% |
| 6M | +83.2% | +1.3% | +81.9% | +80.1% |
| YTD | +65.1% | +11.2% | +53.8% | +46.5% |
| 1Y | +41.6% | +13.8% | +27.9% | +22.8% |
| 3Y | +95.6% | +76.2% | +19.4% | +10.4% |
| 5Y | +1.0% | +59.5% | -58.5% | -36.4% |
| 10Y | +296.9% | +222.2% | +74.7% | +31.2% |
| All | +374.6% | +341.2% | +33.4% | +13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling