+43.2%
BBY vs DOC
+23.5%
+19.8%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.8% | +4.9% | +6.1% |
| 7D | +10.5% | +5.9% | +4.7% | +8.7% |
| 30D | +22.1% | +10.3% | +11.9% | +18.6% |
| 3M | +31.0% | -2.2% | +33.2% | +31.1% |
| 6M | +83.2% | +8.2% | +75.0% | +79.5% |
| YTD | +65.1% | +35.4% | +29.7% | +48.9% |
| All | +43.2% | +23.5% | +19.8% | +35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling