-0.6%
BBY vs DAR
-5.1%
+4.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | +1.2% | -0.2% | +1.3% | +1.2% |
| 30D | +6.8% | +7.4% | -0.7% | +4.7% |
| 3M | +18.7% | +15.7% | +3.1% | +13.7% |
| 6M | +37.3% | +30.0% | +7.3% | +26.7% |
| YTD | +35.3% | +87.5% | -52.2% | +12.5% |
| 1Y | +20.7% | +113.4% | -92.7% | -3.8% |
| 3Y | +39.4% | +15.3% | +24.1% | +26.8% |
| All | -0.6% | -5.1% | +4.6% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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