+139.6%
BBY vs FND
+58.4%
+81.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | +0.8% |
| 7D | +8.1% | +0.4% | +7.7% | +7.9% |
| 30D | +8.9% | -23.6% | +32.5% | +20.7% |
| 3M | +22.0% | +4.3% | +17.7% | +18.5% |
| 6M | +37.8% | -20.3% | +58.1% | +47.7% |
| YTD | +37.3% | -21.3% | +58.6% | +46.5% |
| 1Y | +21.6% | -45.4% | +66.9% | +49.3% |
| 3Y | +41.5% | -48.9% | +90.4% | +73.1% |
| 5Y | +1.2% | -61.0% | +62.3% | +29.3% |
| All | +139.6% | +58.4% | +81.2% | +89.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling