+41.5%
BBY vs D
+65.5%
-24.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.3% |
| 7D | +8.1% | +0.8% | +7.3% | +7.8% |
| 30D | +8.9% | -0.7% | +9.7% | +9.2% |
| 3M | +22.0% | +2.1% | +20.0% | +21.2% |
| 6M | +37.8% | +6.8% | +31.0% | +34.3% |
| YTD | +37.3% | +16.5% | +20.8% | +29.3% |
| 1Y | +21.6% | +19.2% | +2.4% | +13.2% |
| 3Y | +41.5% | +61.9% | -20.4% | +13.8% |
| All | +41.5% | +65.5% | -24.0% | +13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling