+72,563.2%
BBY vs GEN
+8,838.9%
+63,724.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.2% | +5.3% | +3.6% |
| 7D | +9.5% | -1.2% | +10.7% | +9.7% |
| 30D | +6.8% | +10.1% | -3.3% | +4.6% |
| 3M | +28.9% | +16.1% | +12.8% | +24.6% |
| 6M | +37.8% | +38.9% | -1.1% | +27.7% |
| YTD | +38.7% | +14.4% | +24.3% | +33.6% |
| 1Y | +23.7% | +5.9% | +17.8% | +21.0% |
| 3Y | +39.1% | +58.8% | -19.7% | +24.6% |
| 5Y | -0.4% | +24.7% | -25.1% | -7.4% |
| 10Y | +234.0% | +163.1% | +70.9% | +155.2% |
| All | +72,563.2% | +8,838.9% | +63,724.3% | +20,037.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling