+246.5%
BBY vs EMB
+30.3%
+216.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.2% |
| 7D | +0.6% | -1.2% | +1.8% | +2.2% |
| 30D | +9.4% | -1.3% | +10.7% | +11.2% |
| 3M | +19.3% | -1.8% | +21.1% | +22.3% |
| 6M | +47.9% | +0.2% | +47.7% | +47.7% |
| YTD | +39.6% | +0.4% | +39.2% | +39.0% |
| 1Y | +22.2% | +2.8% | +19.4% | +18.1% |
| 3Y | +45.0% | +29.1% | +15.8% | +6.3% |
| 5Y | +2.6% | +6.3% | -3.7% | -4.6% |
| All | +246.5% | +30.3% | +216.2% | +187.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling