+1.3%
BBY vs BB
-26.5%
+27.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.8% |
| 7D | +0.6% | -0.4% | +1.0% | +0.6% |
| 30D | +9.4% | -12.5% | +21.9% | +11.6% |
| 3M | +19.3% | -17.4% | +36.8% | +21.3% |
| 6M | +47.9% | +119.1% | -71.2% | +22.4% |
| YTD | +39.6% | +102.4% | -62.8% | +17.2% |
| 1Y | +22.2% | +98.2% | -76.0% | +2.3% |
| 3Y | +45.0% | +46.9% | -2.0% | +22.8% |
| All | +1.3% | -26.5% | +27.7% | -9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling