+246.5%
BBY vs ESI
+312.8%
-66.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.9% |
| 7D | +0.6% | -4.6% | +5.2% | +2.3% |
| 30D | +9.4% | -10.5% | +19.9% | +13.7% |
| 3M | +19.3% | -19.8% | +39.1% | +27.7% |
| 6M | +47.9% | +5.8% | +42.1% | +38.1% |
| YTD | +39.6% | +38.3% | +1.3% | +14.8% |
| 1Y | +22.2% | +31.5% | -9.3% | +2.4% |
| 3Y | +45.0% | +80.7% | -35.7% | +4.8% |
| 5Y | +2.6% | +69.4% | -66.9% | -25.2% |
| All | +246.5% | +312.8% | -66.2% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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