+1,469.5%
BBY vs AU
+751.1%
+718.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | +0.4% |
| 7D | +0.7% | -7.0% | +7.7% | +1.2% |
| 30D | +5.8% | +7.3% | -1.5% | +5.0% |
| 3M | +18.0% | +33.2% | -15.2% | +14.9% |
| 6M | +39.8% | -0.6% | +40.5% | +38.9% |
| YTD | +35.4% | +26.2% | +9.2% | +31.2% |
| 1Y | +21.4% | +68.3% | -46.9% | +14.6% |
| 3Y | +39.5% | +592.1% | -552.6% | +14.8% |
| 5Y | -0.5% | +685.3% | -685.7% | -20.2% |
| 10Y | +240.0% | +682.5% | -442.5% | +161.3% |
| All | +1,469.5% | +751.1% | +718.4% | +897.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling