+1.2%
BBY vs D
+8.5%
-7.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 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% | +34.5% |
| YTD | +37.3% | +16.5% | +20.8% | +29.8% |
| 1Y | +21.6% | +19.2% | +2.4% | +13.7% |
| 3Y | +41.5% | +61.9% | -20.4% | +17.8% |
| 5Y | +1.2% | +6.5% | -5.3% | -2.2% |
| All | +1.2% | +8.5% | -7.3% | -2.2% |
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