+272.4%
BBY vs AR
+57.2%
+215.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.8% |
| 7D | +4.0% | +6.4% | -2.4% | +3.2% |
| 30D | +17.6% | +3.1% | +14.4% | +16.9% |
| 3M | +25.9% | +3.3% | +22.6% | +25.0% |
| 6M | +85.1% | +6.6% | +78.6% | +82.6% |
| YTD | +60.6% | +12.3% | +48.3% | +56.4% |
| 1Y | +40.2% | +12.3% | +27.8% | +36.3% |
| 3Y | +86.6% | +50.4% | +36.2% | +72.3% |
| 5Y | -3.7% | +101.0% | -104.7% | -16.1% |
| All | +272.4% | +57.2% | +215.1% | +185.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling