+272.4%
BBY vs D
+47.7%
+224.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.3% |
| 7D | +4.0% | -3.1% | +7.1% | +5.3% |
| 30D | +17.6% | +8.4% | +9.2% | +13.9% |
| 3M | +25.9% | +0.2% | +25.7% | +25.8% |
| 6M | +85.1% | +9.5% | +75.7% | +78.3% |
| YTD | +60.6% | +18.8% | +41.8% | +49.2% |
| 1Y | +40.2% | +14.7% | +25.5% | +31.9% |
| 3Y | +86.6% | +72.9% | +13.7% | +46.4% |
| 5Y | -3.7% | +13.1% | -16.8% | -11.2% |
| All | +272.4% | +47.7% | +224.7% | +252.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling