+619.1%
BBY vs AGI
+5,263.7%
-4,644.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.3% |
| 7D | +0.7% | -5.4% | +6.0% | +1.0% |
| 30D | +5.8% | +6.6% | -0.9% | +5.3% |
| 3M | +18.0% | +8.2% | +9.8% | +17.1% |
| 6M | +39.8% | -29.3% | +69.2% | +42.2% |
| YTD | +35.4% | -7.4% | +42.8% | +34.9% |
| 1Y | +21.4% | +7.9% | +13.5% | +19.7% |
| 3Y | +39.5% | +206.2% | -166.7% | +27.7% |
| 5Y | -0.5% | +397.6% | -398.1% | -12.3% |
| 10Y | +240.0% | +383.4% | -143.4% | +189.5% |
| All | +619.1% | +5,263.7% | -4,644.6% | +411.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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