+560.0%
BBY vs FTI
+2,117.5%
-1,557.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.5% |
| 7D | +8.1% | -0.2% | +8.3% | +8.2% |
| 30D | +8.9% | +12.3% | -3.4% | +5.6% |
| 3M | +22.0% | +13.8% | +8.3% | +17.5% |
| 6M | +37.8% | +24.3% | +13.5% | +28.9% |
| YTD | +37.3% | +75.8% | -38.5% | +16.9% |
| 1Y | +21.6% | +99.6% | -78.1% | -0.2% |
| 3Y | +41.5% | +278.4% | -236.9% | -4.0% |
| 5Y | +1.2% | +1,168.7% | -1,167.5% | -53.1% |
| 10Y | +237.8% | +297.5% | -59.8% | +84.9% |
| All | +560.0% | +2,117.5% | -1,557.4% | +41.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling