+1.2%
BBY vs AR
+140.6%
-139.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | +8.1% | -1.8% | +9.9% | +8.4% |
| 30D | +8.9% | +12.6% | -3.7% | +7.0% |
| 3M | +22.0% | +10.0% | +12.0% | +20.0% |
| 6M | +37.8% | +0.6% | +37.2% | +36.8% |
| YTD | +37.3% | +13.4% | +23.9% | +33.2% |
| 1Y | +21.6% | +21.7% | -0.2% | +16.0% |
| 3Y | +41.5% | +45.8% | -4.3% | +28.7% |
| 5Y | +1.2% | +144.3% | -143.0% | -15.4% |
| All | +1.2% | +140.6% | -139.4% | -15.4% |
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