+5,506.7%
BBY vs ALB
+2,835.3%
+2,671.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.4% | +7.6% | +4.4% |
| 7D | +9.5% | -8.1% | +17.6% | +12.0% |
| 30D | +6.8% | +6.3% | +0.6% | +4.6% |
| 3M | +28.9% | -23.6% | +52.4% | +37.5% |
| 6M | +37.8% | -24.6% | +62.4% | +45.3% |
| YTD | +38.7% | -10.3% | +49.0% | +36.8% |
| 1Y | +23.7% | +61.5% | -37.8% | +0.6% |
| 3Y | +39.1% | -34.0% | +73.1% | +36.1% |
| 5Y | -0.4% | -44.6% | +44.2% | -2.9% |
| 10Y | +234.0% | +76.1% | +157.9% | +105.4% |
| All | +5,506.7% | +2,835.3% | +2,671.4% | +1,647.6% |
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