+23.7%
BBY vs EMB
+5.7%
+18.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.1% |
| 7D | +9.5% | 0.0% | +9.5% | +9.5% |
| 30D | +6.8% | -0.3% | +7.1% | +7.4% |
| 3M | +28.9% | -0.4% | +29.3% | +29.8% |
| 6M | +37.8% | +0.1% | +37.7% | +41.3% |
| YTD | +38.7% | +1.6% | +37.2% | +36.3% |
| 1Y | +23.7% | +5.6% | +18.1% | +8.1% |
| All | +23.7% | +5.7% | +18.0% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 1y: compounded portfolio wealth divided by compounded EMB 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…
1y analysis · Full analysis span regression · 6 months rolling