+0.2%
BBY vs AR
+87.1%
-86.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.3% | +0.2% | +3.9% |
| 7D | +10.9% | -5.8% | +16.7% | +11.7% |
| 30D | +19.6% | +4.8% | +14.8% | +18.5% |
| 3M | +27.6% | +1.5% | +26.1% | +26.8% |
| 6M | +79.4% | +4.7% | +74.7% | +76.9% |
| YTD | +61.7% | +9.2% | +52.5% | +57.0% |
| 1Y | +40.3% | +11.2% | +29.1% | +35.4% |
| 3Y | +87.9% | +46.2% | +41.6% | +69.8% |
| 5Y | +0.2% | +98.1% | -97.9% | -13.9% |
| All | +0.2% | +87.1% | -86.9% | -13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling