+51.3%
BBY vs AS
+134.9%
-83.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.2% | +0.1% |
| 7D | +4.2% | +6.9% | -2.8% | +2.6% |
| 30D | +17.8% | +16.0% | +1.8% | +13.8% |
| 3M | +25.8% | -12.8% | +38.7% | +29.5% |
| 6M | +73.8% | -15.4% | +89.2% | +79.7% |
| YTD | +54.7% | -15.7% | +70.5% | +59.2% |
| 1Y | +33.4% | +6.1% | +27.3% | +29.7% |
| All | +51.3% | +134.9% | -83.5% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 3y: compounded portfolio wealth divided by compounded AS 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…
3y analysis · Full analysis span regression · 6 months rolling