+326.2%
BBY vs AR
-28.5%
+354.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | +4.5% | +7.4% | -2.9% | +3.5% |
| 30D | +16.8% | +5.8% | +11.0% | +15.8% |
| 3M | +23.2% | +5.2% | +18.0% | +22.0% |
| 6M | +91.9% | +5.4% | +86.5% | +89.6% |
| YTD | +61.6% | +12.4% | +49.2% | +57.5% |
| 1Y | +43.9% | +12.8% | +31.1% | +39.9% |
| 3Y | +88.6% | +47.2% | +41.5% | +74.9% |
| 5Y | -3.1% | +101.1% | -104.2% | -15.5% |
| 10Y | +290.2% | +57.6% | +232.6% | +196.0% |
| All | +326.2% | -28.5% | +354.6% | +246.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling