+6,431.7%
BBY vs ALB
+2,081.4%
+4,350.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.0% |
| 7D | +4.5% | -5.8% | +10.2% | +6.2% |
| 30D | +16.8% | -4.5% | +21.3% | +18.2% |
| 3M | +23.2% | -28.1% | +51.3% | +34.4% |
| 6M | +91.9% | -53.2% | +145.1% | +133.9% |
| YTD | +61.6% | -33.3% | +95.0% | +72.6% |
| 1Y | +43.9% | -17.4% | +61.3% | +43.6% |
| 3Y | +88.6% | -14.1% | +102.8% | +69.7% |
| 5Y | -3.1% | -64.0% | +60.9% | +7.2% |
| 10Y | +290.2% | +32.8% | +257.3% | +159.1% |
| All | +6,431.7% | +2,081.4% | +4,350.3% | +2,105.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling