+22.2%
BBY vs EME
+21.8%
+0.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.3% | -1.2% | +3.0% |
| 7D | +0.6% | +3.5% | -2.9% | +0.5% |
| 30D | +9.4% | -6.3% | +15.7% | +9.4% |
| 3M | +19.3% | -3.8% | +23.1% | +20.1% |
| 6M | +47.9% | +8.5% | +39.4% | +45.5% |
| YTD | +39.6% | +27.8% | +11.8% | +32.1% |
| 1Y | +22.2% | +22.2% | 0.0% | +11.6% |
| All | +22.2% | +21.8% | +0.3% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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