-0.5%
BBY vs BWA
+86.5%
-87.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | +0.7% | -0.1% | +0.7% | +0.7% |
| 30D | +5.8% | -5.5% | +11.3% | +7.9% |
| 3M | +18.0% | -7.6% | +25.6% | +21.1% |
| 6M | +39.8% | +25.0% | +14.9% | +23.9% |
| YTD | +35.4% | +47.0% | -11.6% | +7.3% |
| 1Y | +21.4% | +54.0% | -32.6% | -6.5% |
| 3Y | +39.5% | +70.7% | -31.1% | -1.9% |
| 5Y | -0.5% | +86.7% | -87.2% | -37.2% |
| All | -0.5% | +86.5% | -87.0% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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