+1.3%
BBY vs FND
-63.3%
+64.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.6% |
| 7D | +0.6% | -5.8% | +6.3% | +3.2% |
| 30D | +9.4% | -20.2% | +29.6% | +20.4% |
| 3M | +19.3% | -12.0% | +31.3% | +24.7% |
| 6M | +47.9% | -18.5% | +66.4% | +58.0% |
| YTD | +39.6% | -22.3% | +61.8% | +50.5% |
| 1Y | +22.2% | -47.6% | +69.8% | +57.0% |
| 3Y | +45.0% | -49.8% | +94.7% | +81.7% |
| All | +1.3% | -63.3% | +64.6% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling