-0.7%
BBY vs ALB
-64.0%
+63.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.9% |
| 7D | +4.5% | -5.8% | +10.2% | +5.7% |
| 30D | +16.8% | -4.5% | +21.3% | +17.8% |
| 3M | +23.2% | -28.1% | +51.3% | +31.1% |
| 6M | +91.9% | -53.2% | +145.1% | +121.9% |
| YTD | +61.6% | -33.3% | +95.0% | +68.4% |
| 1Y | +43.9% | -17.4% | +61.3% | +41.9% |
| 3Y | +88.6% | -14.1% | +102.8% | +68.1% |
| All | -0.7% | -64.0% | +63.3% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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