+45.0%
BBY vs BN
+70.0%
-25.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.6% | +2.8% |
| 7D | +0.6% | -5.2% | +5.8% | +3.4% |
| 30D | +9.4% | -14.5% | +23.9% | +18.5% |
| 3M | +19.3% | -15.0% | +34.3% | +29.5% |
| 6M | +47.9% | -5.4% | +53.3% | +50.5% |
| YTD | +39.6% | -16.4% | +56.0% | +51.2% |
| 1Y | +22.2% | -16.2% | +38.4% | +31.7% |
| 3Y | +45.0% | +67.5% | -22.6% | +14.5% |
| All | +45.0% | +70.0% | -25.0% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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