+238.5%
BBY vs DOC
-2.1%
+240.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +3.9% |
| 7D | +9.5% | -1.5% | +11.0% | +10.2% |
| 30D | +6.8% | -4.8% | +11.6% | +9.0% |
| 3M | +28.9% | +6.9% | +22.0% | +25.2% |
| 6M | +37.8% | +20.7% | +17.1% | +25.9% |
| YTD | +38.7% | +34.1% | +4.6% | +20.8% |
| 1Y | +23.7% | +22.6% | +1.0% | +11.7% |
| 3Y | +39.1% | +20.8% | +18.3% | +24.7% |
| 5Y | -0.4% | -24.9% | +24.4% | +7.9% |
| All | +238.5% | -2.1% | +240.5% | +209.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling