+345.1%
BBY vs FN
+3,620.5%
-3,275.4%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.1% | 0.0% | +2.7% |
| 7D | +9.5% | -1.7% | +11.2% | +9.8% |
| 30D | +6.8% | -22.0% | +28.8% | +10.2% |
| 3M | +28.9% | -43.0% | +71.9% | +38.4% |
| 6M | +37.8% | -27.7% | +65.6% | +39.2% |
| YTD | +38.7% | -10.5% | +49.3% | +33.2% |
| 1Y | +23.7% | +12.5% | +11.2% | +13.0% |
| 3Y | +39.1% | +153.8% | -114.7% | +3.2% |
| 5Y | -0.4% | +288.0% | -288.4% | -33.9% |
| 10Y | +234.0% | +906.4% | -672.4% | +82.3% |
| All | +345.1% | +3,620.5% | -3,275.4% | +106.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling