+23.7%
BBY vs IFF
+34.4%
-10.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.2% |
| 7D | +9.5% | -1.8% | +11.3% | +10.1% |
| 30D | +6.8% | -2.0% | +8.8% | +7.4% |
| 3M | +28.9% | +18.5% | +10.3% | +22.4% |
| 6M | +37.8% | +11.7% | +26.1% | +33.5% |
| YTD | +38.7% | +29.6% | +9.2% | +23.3% |
| 1Y | +23.7% | +35.0% | -11.3% | +6.1% |
| All | +23.7% | +34.4% | -10.7% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 IFF 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