+27.5%
BBY vs FGI
-70.6%
+98.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | +4.2% | -7.0% | +11.1% | +4.3% |
| 30D | +17.8% | -4.2% | +22.0% | +17.8% |
| 3M | +25.8% | +55.6% | -29.8% | +22.5% |
| 6M | +73.8% | -3.2% | +77.0% | +70.6% |
| YTD | +54.7% | +29.1% | +25.6% | +49.9% |
| 1Y | +33.4% | +51.0% | -17.6% | +28.7% |
| 3Y | +72.2% | +1.5% | +70.7% | +65.2% |
| All | +27.5% | -70.6% | +98.1% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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