+34.5%
BBY vs HIG
+12.7%
+21.8%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.4% | +5.6% | +7.3% |
| 7D | +4.5% | +6.2% | -1.7% | +3.0% |
| 30D | +16.0% | +9.4% | +6.6% | +14.1% |
| 3M | +18.6% | -2.3% | +21.0% | +18.3% |
| 6M | +80.1% | +4.2% | +75.9% | +78.3% |
| YTD | +57.4% | +1.6% | +55.9% | +58.2% |
| 1Y | +34.5% | +9.9% | +24.6% | +29.0% |
| All | +34.5% | +12.7% | +21.8% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling