-0.7%
BBY vs FFIV
+35.3%
-36.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.7% |
| 7D | +4.5% | -0.5% | +5.0% | +4.7% |
| 30D | +16.8% | -32.4% | +49.2% | +34.0% |
| 3M | +23.2% | -25.7% | +48.9% | +34.6% |
| 6M | +91.9% | -13.5% | +105.4% | +93.3% |
| YTD | +61.6% | +21.1% | +40.5% | +35.8% |
| 1Y | +43.9% | +29.4% | +14.5% | +16.7% |
| 3Y | +88.6% | +94.9% | -6.2% | +19.7% |
| All | -0.7% | +35.3% | -36.0% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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