+40.2%
BBY vs FN
-21.9%
+62.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | -1.9% |
| 7D | +4.0% | +20.8% | -16.7% | +5.5% |
| 30D | +17.6% | -17.3% | +34.9% | +16.5% |
| 3M | +25.9% | -38.1% | +64.0% | +23.2% |
| 6M | +85.1% | -44.2% | +129.3% | +81.1% |
| YTD | +60.6% | -22.3% | +82.9% | +52.2% |
| 1Y | +40.2% | -20.9% | +61.1% | +31.6% |
| All | +40.2% | -21.9% | +62.1% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling