+491.0%
BBY vs GWRE
+741.3%
-250.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.9% |
| 7D | +0.6% | -13.2% | +13.8% | +4.1% |
| 30D | +9.4% | -18.6% | +28.0% | +13.5% |
| 3M | +19.3% | +18.9% | +0.4% | +11.4% |
| 6M | +47.9% | -11.0% | +58.9% | +46.5% |
| YTD | +39.6% | -29.9% | +69.5% | +46.3% |
| 1Y | +22.2% | -44.3% | +66.5% | +36.2% |
| 3Y | +45.0% | +51.7% | -6.7% | +16.4% |
| 5Y | +2.6% | +15.4% | -12.9% | -13.6% |
| 10Y | +250.5% | +129.4% | +121.1% | +147.2% |
| All | +491.0% | +741.3% | -250.3% | +284.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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