+237.8%
BBY vs FN
+882.3%
-644.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.4% |
| 7D | +8.1% | +3.5% | +4.6% | +7.4% |
| 30D | +8.9% | -26.0% | +34.9% | +13.9% |
| 3M | +22.0% | -33.3% | +55.3% | +28.7% |
| 6M | +37.8% | -14.9% | +52.7% | +34.3% |
| YTD | +37.3% | -8.6% | +45.9% | +29.5% |
| 1Y | +21.6% | +12.3% | +9.2% | +8.2% |
| 3Y | +41.5% | +174.4% | -132.9% | -6.8% |
| 5Y | +1.2% | +296.4% | -295.2% | -42.7% |
| 10Y | +237.8% | +890.0% | -652.3% | +44.6% |
| All | +237.8% | +882.3% | -644.6% | +44.6% |
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