+88.6%
BBY vs ED
+50.2%
+38.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.6% |
| 7D | +4.5% | +2.1% | +2.4% | +4.3% |
| 30D | +16.8% | +10.4% | +6.4% | +16.4% |
| 3M | +23.2% | +12.5% | +10.7% | +22.8% |
| 6M | +91.9% | +14.9% | +77.0% | +91.3% |
| YTD | +61.6% | +24.8% | +36.8% | +61.8% |
| 1Y | +43.9% | +23.8% | +20.0% | +44.0% |
| 3Y | +88.6% | +51.6% | +37.0% | +65.0% |
| All | +88.6% | +50.2% | +38.5% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling