+34.5%
BBY vs BB
+88.0%
-53.5%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +7.0% | +1.0% | +7.7% |
| 7D | +4.5% | -6.8% | +11.3% | +4.7% |
| 30D | +16.0% | -3.5% | +19.5% | +15.8% |
| 3M | +18.6% | -1.2% | +19.9% | +18.5% |
| 6M | +80.1% | +57.0% | +23.1% | +67.1% |
| YTD | +57.4% | +131.1% | -73.7% | +38.3% |
| 1Y | +34.5% | +87.6% | -53.1% | +18.8% |
| All | +34.5% | +88.0% | -53.5% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling