+40.6%
BBY vs DRI
+54.1%
-13.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.2% | -0.8% |
| 7D | +1.2% | -4.8% | +6.0% | +3.2% |
| 30D | +6.8% | -3.9% | +10.7% | +8.5% |
| 3M | +18.7% | +5.1% | +13.7% | +16.1% |
| 6M | +37.3% | +5.5% | +31.8% | +33.4% |
| YTD | +35.3% | +16.5% | +18.8% | +24.8% |
| 1Y | +20.7% | +2.0% | +18.7% | +17.7% |
| All | +40.6% | +54.1% | -13.6% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling