+1.3%
BBY vs GAP
+8.7%
-7.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.9% | +0.2% | +2.1% |
| 7D | +0.6% | -4.1% | +4.7% | +2.0% |
| 30D | +9.4% | +6.2% | +3.2% | +6.7% |
| 3M | +19.3% | -0.7% | +20.0% | +18.8% |
| 6M | +47.9% | -7.1% | +55.0% | +49.0% |
| YTD | +39.6% | -14.1% | +53.6% | +43.3% |
| 1Y | +22.2% | -8.5% | +30.7% | +22.2% |
| 3Y | +45.0% | +115.4% | -70.4% | -3.0% |
| All | +1.3% | +8.7% | -7.5% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 5y: compounded portfolio wealth divided by compounded GAP 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…
5y analysis · Full analysis span regression · 6 months rolling