+6,787.6%
BBY vs EL
+1,648.4%
+5,139.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.3% |
| 7D | +8.1% | +1.7% | +6.4% | +7.5% |
| 30D | +8.9% | +15.5% | -6.6% | +2.6% |
| 3M | +22.0% | +20.6% | +1.5% | +13.1% |
| 6M | +37.8% | +10.5% | +27.3% | +29.8% |
| YTD | +37.3% | -1.9% | +39.2% | +33.3% |
| 1Y | +21.6% | +16.1% | +5.5% | +9.8% |
| 3Y | +41.5% | -30.2% | +71.7% | +44.5% |
| 5Y | +1.2% | -67.4% | +68.6% | +36.1% |
| 10Y | +237.8% | +31.2% | +206.5% | +158.8% |
| All | +6,787.6% | +1,648.4% | +5,139.2% | +2,049.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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