-0.7%
BBY vs FE
+47.0%
-47.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | +0.3% |
| 7D | +4.5% | +1.2% | +3.2% | +4.1% |
| 30D | +16.8% | +4.5% | +12.3% | +15.2% |
| 3M | +23.2% | +1.3% | +21.9% | +22.7% |
| 6M | +91.9% | +8.7% | +83.3% | +87.1% |
| YTD | +61.6% | +9.2% | +52.4% | +56.5% |
| 1Y | +43.9% | +7.0% | +36.9% | +40.2% |
| 3Y | +88.6% | +51.4% | +37.3% | +58.9% |
| All | -0.7% | +47.0% | -47.7% | -15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling