+45.0%
BBY vs EME
+252.2%
-207.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.3% | -1.2% | +2.4% |
| 7D | +0.6% | +3.5% | -2.9% | 0.0% |
| 30D | +9.4% | -6.3% | +15.7% | +10.4% |
| 3M | +19.3% | -3.8% | +23.1% | +19.8% |
| 6M | +47.9% | +8.5% | +39.4% | +43.5% |
| YTD | +39.6% | +27.8% | +11.8% | +29.4% |
| 1Y | +22.2% | +22.2% | 0.0% | +13.4% |
| 3Y | +45.0% | +253.5% | -208.5% | -1.4% |
| All | +45.0% | +252.2% | -207.3% | -1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling