+12,081.6%
BBY vs DGX
+8,778.1%
+3,303.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.6% |
| 7D | +0.6% | -0.9% | +1.5% | +0.9% |
| 30D | +9.4% | -1.2% | +10.6% | +9.8% |
| 3M | +19.3% | +15.8% | +3.6% | +13.6% |
| 6M | +47.9% | +18.2% | +29.7% | +39.8% |
| YTD | +39.6% | +37.2% | +2.4% | +25.5% |
| 1Y | +22.2% | +30.4% | -8.2% | +11.4% |
| 3Y | +45.0% | +96.7% | -51.7% | +14.9% |
| 5Y | +2.6% | +67.2% | -64.6% | -14.9% |
| 10Y | +250.5% | +253.9% | -3.4% | +130.1% |
| All | +12,081.6% | +8,778.1% | +3,303.5% | +3,648.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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