-0.5%
BBY vs BN
+30.5%
-31.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.7% |
| 7D | +0.7% | -5.9% | +6.5% | +4.0% |
| 30D | +5.8% | -15.1% | +20.8% | +15.3% |
| 3M | +18.0% | -14.6% | +32.6% | +28.0% |
| 6M | +39.8% | -8.4% | +48.3% | +45.1% |
| YTD | +35.4% | -16.8% | +52.2% | +47.3% |
| 1Y | +21.4% | -14.4% | +35.8% | +29.5% |
| 3Y | +39.5% | +70.1% | -30.6% | +0.8% |
| 5Y | -0.5% | +33.5% | -34.0% | -18.9% |
| All | -0.5% | +30.5% | -31.0% | -18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling