+5,717.7%
BBY vs DRI
+7,313.6%
-1,595.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.4% |
| 3M | +18.7% | +5.1% | +13.7% | +16.1% |
| 6M | +37.3% | +5.5% | +31.8% | +33.6% |
| YTD | +35.3% | +16.5% | +18.8% | +26.0% |
| 1Y | +20.7% | +2.0% | +18.7% | +18.3% |
| 3Y | +39.4% | +54.5% | -15.1% | +14.6% |
| 5Y | -1.5% | +66.6% | -68.1% | -22.3% |
| 10Y | +239.8% | +353.6% | -113.8% | +58.3% |
| All | +5,717.7% | +7,313.6% | -1,595.8% | +843.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling