+1.3%
BBY vs AU
+686.2%
-685.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +3.0% |
| 7D | +0.6% | -4.3% | +4.9% | +0.8% |
| 30D | +9.4% | +7.3% | +2.1% | +8.7% |
| 3M | +19.3% | +26.3% | -7.0% | +17.2% |
| 6M | +47.9% | +1.8% | +46.2% | +46.8% |
| YTD | +39.6% | +26.8% | +12.8% | +35.5% |
| 1Y | +22.2% | +66.7% | -44.5% | +16.0% |
| 3Y | +45.0% | +579.1% | -534.1% | +18.3% |
| All | +1.3% | +686.2% | -685.0% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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