+72,563.2%
BBY vs D
+2,347.4%
+70,215.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.3% |
| 7D | +9.5% | +1.5% | +8.0% | +8.9% |
| 30D | +6.8% | -2.6% | +9.4% | +7.9% |
| 3M | +28.9% | 0.0% | +28.8% | +28.8% |
| 6M | +37.8% | +7.4% | +30.4% | +33.8% |
| YTD | +38.7% | +15.9% | +22.9% | +30.8% |
| 1Y | +23.7% | +18.1% | +5.6% | +15.5% |
| 3Y | +39.1% | +58.4% | -19.3% | +14.9% |
| 5Y | -0.4% | +5.2% | -5.6% | -5.4% |
| 10Y | +234.0% | +35.9% | +198.2% | +181.6% |
| All | +72,563.2% | +2,347.4% | +70,215.8% | +16,777.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling