+227.7%
BBY vs ESI
+226.4%
+1.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | +8.1% | +5.4% | +2.7% | +6.5% |
| 30D | +8.9% | -4.2% | +13.1% | +10.1% |
| 3M | +22.0% | -9.6% | +31.7% | +24.1% |
| 6M | +37.8% | +18.3% | +19.5% | +26.8% |
| YTD | +37.3% | +45.8% | -8.5% | +17.3% |
| 1Y | +21.6% | +39.2% | -17.6% | +5.2% |
| 3Y | +41.5% | +86.3% | -44.8% | +11.2% |
| 5Y | +1.2% | +76.2% | -75.0% | -20.0% |
| 10Y | +237.8% | +306.8% | -69.0% | +108.7% |
| All | +227.7% | +226.4% | +1.3% | +94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling