+70,760.1%
BBY vs EFX
+6,078.9%
+64,681.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.7% |
| 7D | +1.2% | -9.4% | +10.6% | +4.9% |
| 30D | +6.8% | -6.9% | +13.7% | +9.5% |
| 3M | +18.7% | +0.1% | +18.6% | +17.5% |
| 6M | +37.3% | -17.3% | +54.6% | +45.8% |
| YTD | +35.3% | -21.8% | +57.1% | +45.6% |
| 1Y | +20.7% | -32.5% | +53.2% | +37.1% |
| 3Y | +39.4% | -12.3% | +51.8% | +39.7% |
| 5Y | -1.5% | -36.6% | +35.1% | +9.8% |
| 10Y | +239.8% | +41.0% | +198.8% | +167.2% |
| All | +70,760.1% | +6,078.9% | +64,681.2% | +18,923.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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