+23.7%
BBY vs D
+15.7%
+8.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.6% | +3.5% |
| 7D | +9.5% | +0.4% | +9.1% | +9.3% |
| 30D | +6.8% | -3.6% | +10.4% | +7.8% |
| 3M | +28.9% | -1.0% | +29.8% | +29.4% |
| 6M | +37.8% | +6.3% | +31.5% | +36.6% |
| YTD | +38.7% | +14.7% | +24.0% | +36.0% |
| 1Y | +23.7% | +16.9% | +6.8% | +22.7% |
| All | +23.7% | +15.7% | +8.0% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1y: compounded portfolio wealth divided by compounded D 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…
1y analysis · Full analysis span regression · 6 months rolling