+88.6%
BBY vs FN
+96.4%
-7.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.3% | +7.9% | +1.0% |
| 7D | +4.5% | +0.3% | +4.2% | +4.4% |
| 30D | +16.8% | -16.5% | +33.3% | +17.6% |
| 3M | +23.2% | -42.1% | +65.3% | +26.7% |
| 6M | +91.9% | -52.9% | +144.8% | +99.9% |
| YTD | +61.6% | -28.0% | +89.6% | +55.2% |
| 1Y | +43.9% | -18.5% | +62.4% | +34.8% |
| 3Y | +88.6% | +93.9% | -5.2% | +30.1% |
| All | +88.6% | +96.4% | -7.7% | +30.1% |
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