+246.5%
BBY vs FTI
+305.3%
-58.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.9% |
| 7D | +0.6% | -4.4% | +5.0% | +1.6% |
| 30D | +9.4% | +1.5% | +7.9% | +9.0% |
| 3M | +19.3% | +8.2% | +11.1% | +16.8% |
| 6M | +47.9% | +18.8% | +29.1% | +41.1% |
| YTD | +39.6% | +71.7% | -32.1% | +22.2% |
| 1Y | +22.2% | +90.0% | -67.9% | +4.3% |
| 3Y | +45.0% | +270.5% | -225.5% | +4.8% |
| 5Y | +2.6% | +1,084.5% | -1,082.0% | -45.4% |
| All | +246.5% | +305.3% | -58.7% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 10y: compounded portfolio wealth divided by compounded FTI 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…
10y analysis · Full analysis span regression · 6 months rolling