+246.5%
BBY vs ED
+108.5%
+138.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.3% | +3.1% |
| 7D | +0.6% | -0.8% | +1.4% | +0.8% |
| 30D | +9.4% | -0.4% | +9.8% | +9.5% |
| 3M | +19.3% | +0.5% | +18.9% | +19.1% |
| 6M | +47.9% | -3.1% | +51.1% | +48.9% |
| YTD | +39.6% | +9.8% | +29.7% | +35.6% |
| 1Y | +22.2% | +12.6% | +9.6% | +17.5% |
| 3Y | +45.0% | +31.4% | +13.6% | +30.0% |
| 5Y | +2.6% | +69.4% | -66.9% | -16.4% |
| All | +246.5% | +108.5% | +138.0% | +183.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling