+72.2%
BBY vs FN
+101.0%
-28.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.7% | -11.4% | -0.3% |
| 7D | +4.2% | 0.0% | +4.2% | +4.0% |
| 30D | +17.8% | -34.3% | +52.1% | +20.3% |
| 3M | +25.8% | -39.9% | +65.7% | +28.9% |
| 6M | +73.8% | -51.8% | +125.6% | +80.3% |
| YTD | +54.7% | -28.1% | +82.9% | +48.7% |
| 1Y | +33.4% | -29.1% | +62.5% | +27.9% |
| 3Y | +72.2% | +102.4% | -30.3% | +24.2% |
| All | +72.2% | +101.0% | -28.8% | +24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling