+282.3%
BBY vs FN
+815.5%
-533.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +11.9% | -5.2% | +4.8% |
| 7D | +10.5% | +16.3% | -5.7% | +7.2% |
| 30D | +22.1% | -24.7% | +46.9% | +26.7% |
| 3M | +31.0% | -34.9% | +65.9% | +37.7% |
| 6M | +83.2% | -41.1% | +124.3% | +91.9% |
| YTD | +65.1% | -19.6% | +84.7% | +56.4% |
| 1Y | +41.6% | -18.5% | +60.2% | +32.8% |
| 3Y | +95.6% | +119.1% | -23.5% | +32.7% |
| 5Y | +1.0% | +206.9% | -206.0% | -40.6% |
| All | +282.3% | +815.5% | -533.2% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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