+40.6%
BBY vs FTV
-5.5%
+46.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.4% |
| 7D | +0.7% | -5.2% | +5.9% | +3.8% |
| 30D | +5.8% | -11.5% | +17.3% | +13.5% |
| 3M | +18.0% | -9.0% | +27.1% | +23.6% |
| 6M | +39.8% | -2.0% | +41.9% | +37.5% |
| YTD | +35.4% | -0.9% | +36.3% | +30.8% |
| 1Y | +21.4% | +14.8% | +6.6% | +4.1% |
| All | +40.6% | -5.5% | +46.2% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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