+22.4%
BBY vs FRMI
-78.1%
+100.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.0% | +1.0% | +3.1% |
| 7D | +0.6% | +7.4% | -6.8% | +0.5% |
| 30D | +9.4% | -27.6% | +37.0% | +9.7% |
| 3M | +19.3% | -20.9% | +40.2% | +19.1% |
| 6M | +47.9% | -36.6% | +84.5% | +48.1% |
| YTD | +39.6% | -31.3% | +70.8% | +38.5% |
| All | +22.4% | -78.1% | +100.5% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 FRMI 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