+7,019.3%
BBY vs DVA
+5,118.1%
+1,901.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | +0.7% | -0.2% | +0.9% | +0.7% |
| 30D | +5.8% | +1.7% | +4.1% | +5.5% |
| 3M | +18.0% | -8.7% | +26.7% | +19.5% |
| 6M | +39.8% | +19.7% | +20.2% | +34.2% |
| YTD | +35.4% | +59.6% | -24.2% | +22.5% |
| 1Y | +21.4% | +37.1% | -15.7% | +12.9% |
| 3Y | +39.5% | +89.8% | -50.2% | +20.6% |
| 5Y | -0.5% | +47.4% | -47.9% | -12.0% |
| 10Y | +240.0% | +184.9% | +55.1% | +163.3% |
| All | +7,019.3% | +5,118.1% | +1,901.2% | +3,549.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 DVA 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