+246.5%
BBY vs GEN
+159.8%
+86.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.8% |
| 7D | +0.6% | -1.3% | +1.9% | +0.9% |
| 30D | +9.4% | +6.1% | +3.3% | +7.5% |
| 3M | +19.3% | +27.0% | -7.6% | +11.7% |
| 6M | +47.9% | +43.9% | +4.1% | +32.8% |
| YTD | +39.6% | +13.0% | +26.6% | +33.5% |
| 1Y | +22.2% | +4.0% | +18.2% | +19.5% |
| 3Y | +45.0% | +66.2% | -21.2% | +25.7% |
| 5Y | +2.6% | +23.2% | -20.6% | -6.2% |
| All | +246.5% | +159.8% | +86.7% | +154.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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