+9,118.8%
BBY vs BWA
+3,424.3%
+5,694.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.3% |
| 7D | +8.1% | +4.3% | +3.8% | +6.3% |
| 30D | +8.9% | -2.9% | +11.8% | +10.0% |
| 3M | +22.0% | -12.4% | +34.5% | +27.7% |
| 6M | +37.8% | +28.6% | +9.3% | +21.7% |
| YTD | +37.3% | +48.2% | -10.9% | +11.9% |
| 1Y | +21.6% | +50.9% | -29.4% | -1.9% |
| 3Y | +41.5% | +72.2% | -30.7% | +6.6% |
| 5Y | +1.2% | +91.1% | -89.8% | -28.4% |
| 10Y | +237.8% | +144.0% | +93.8% | +102.8% |
| All | +9,118.8% | +3,424.3% | +5,694.5% | +1,558.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling