+236.2%
BBY vs FE
+114.8%
+121.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +0.7% | -1.7% | +2.4% | +1.2% |
| 30D | +5.8% | -1.3% | +7.0% | +6.2% |
| 3M | +18.0% | +0.6% | +17.4% | +17.8% |
| 6M | +39.8% | -6.8% | +46.7% | +42.5% |
| YTD | +35.4% | +6.4% | +29.0% | +32.5% |
| 1Y | +21.4% | +11.3% | +10.1% | +17.1% |
| 3Y | +39.5% | +47.1% | -7.5% | +22.4% |
| 5Y | -0.5% | +50.4% | -50.9% | -13.7% |
| All | +236.2% | +114.8% | +121.4% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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