+70,808.4%
BBY vs DTE
+3,444.9%
+67,363.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.3% | +0.6% |
| 7D | +0.7% | -2.0% | +2.7% | +1.5% |
| 30D | +5.8% | -2.4% | +8.2% | +6.8% |
| 3M | +18.0% | -7.3% | +25.3% | +21.6% |
| 6M | +39.8% | -7.6% | +47.5% | +44.0% |
| YTD | +35.4% | +5.8% | +29.6% | +31.6% |
| 1Y | +21.4% | +2.3% | +19.1% | +19.5% |
| 3Y | +39.5% | +45.0% | -5.5% | +17.8% |
| 5Y | -0.5% | +33.2% | -33.7% | -13.8% |
| 10Y | +240.0% | +141.4% | +98.6% | +128.0% |
| All | +70,808.4% | +3,444.9% | +67,363.5% | +16,326.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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