+266.7%
BBY vs DOC
+15.7%
+251.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.1% |
| 7D | +4.2% | +6.5% | -2.3% | +1.5% |
| 30D | +17.8% | +9.2% | +8.6% | +13.5% |
| 3M | +25.8% | -2.5% | +28.3% | +27.1% |
| 6M | +73.8% | +7.1% | +66.7% | +68.4% |
| YTD | +54.7% | +33.0% | +21.7% | +35.1% |
| 1Y | +33.4% | +23.3% | +10.1% | +20.4% |
| 3Y | +72.2% | +44.9% | +27.3% | +43.0% |
| 5Y | -2.5% | -21.6% | +19.1% | +4.1% |
| All | +266.7% | +15.7% | +251.0% | +231.5% |
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