-0.5%
BBY vs GEN
+21.4%
-21.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | +0.7% | -4.4% | +5.0% | +2.1% |
| 30D | +5.8% | +3.7% | +2.0% | +4.2% |
| 3M | +18.0% | +22.2% | -4.2% | +9.7% |
| 6M | +39.8% | +38.9% | +0.9% | +22.9% |
| YTD | +35.4% | +11.9% | +23.5% | +28.8% |
| 1Y | +21.4% | +4.5% | +16.9% | +18.4% |
| 3Y | +39.5% | +59.0% | -19.4% | +17.4% |
| 5Y | -0.5% | +22.0% | -22.5% | -10.4% |
| All | -0.5% | +21.4% | -21.9% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling