-0.5%
BBY vs AME
+82.6%
-83.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.6% |
| 7D | +0.7% | 0.0% | +0.7% | +0.7% |
| 30D | +5.8% | -8.6% | +14.4% | +11.9% |
| 3M | +18.0% | +5.8% | +12.2% | +13.0% |
| 6M | +39.8% | +3.8% | +36.0% | +34.5% |
| YTD | +35.4% | +14.4% | +21.0% | +20.7% |
| 1Y | +21.4% | +25.8% | -4.4% | +0.5% |
| 3Y | +39.5% | +55.2% | -15.6% | -3.3% |
| 5Y | -0.5% | +85.5% | -86.0% | -41.7% |
| All | -0.5% | +82.6% | -83.1% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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