+41.5%
BBY vs FE
+48.5%
-7.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.9% |
| 7D | +8.1% | +0.6% | +7.5% | +8.0% |
| 30D | +8.9% | -2.1% | +11.1% | +9.4% |
| 3M | +22.0% | +2.6% | +19.4% | +21.5% |
| 6M | +37.8% | -6.8% | +44.6% | +39.4% |
| YTD | +37.3% | +6.9% | +30.4% | +34.9% |
| 1Y | +21.6% | +11.6% | +10.0% | +18.1% |
| 3Y | +41.5% | +47.7% | -6.2% | +23.8% |
| All | +41.5% | +48.5% | -7.0% | +23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling