+0.2%
BBY vs D
+14.3%
-14.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.2% | -2.1% |
| 7D | +10.9% | +2.4% | +8.5% | +10.0% |
| 30D | +19.6% | +10.9% | +8.7% | +15.2% |
| 3M | +27.6% | +2.8% | +24.8% | +26.3% |
| 6M | +79.4% | +12.7% | +66.7% | +71.7% |
| YTD | +61.7% | +20.3% | +41.4% | +50.7% |
| 1Y | +40.3% | +17.1% | +23.2% | +31.9% |
| 3Y | +87.9% | +75.1% | +12.7% | +50.9% |
| 5Y | +0.2% | +13.1% | -13.0% | -4.4% |
| All | +0.2% | +14.3% | -14.1% | -4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling