+45.0%
BBY vs BR
-5.3%
+50.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +0.6% | -3.0% | +3.6% | +1.8% |
| 30D | +9.4% | -0.3% | +9.7% | +9.1% |
| 3M | +19.3% | +17.3% | +2.0% | +10.7% |
| 6M | +47.9% | -6.7% | +54.6% | +51.8% |
| YTD | +39.6% | -23.4% | +63.0% | +58.9% |
| 1Y | +22.2% | -32.7% | +54.9% | +50.1% |
| 3Y | +45.0% | -5.9% | +50.9% | +49.3% |
| All | +45.0% | -5.3% | +50.3% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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