+536.8%
BBY vs INDA
+109.4%
+427.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.6% |
| 7D | +0.6% | -2.7% | +3.3% | +2.0% |
| 30D | +9.4% | -2.8% | +12.2% | +11.0% |
| 3M | +19.3% | +1.6% | +17.7% | +18.3% |
| 6M | +47.9% | -1.4% | +49.3% | +48.7% |
| YTD | +39.6% | -10.1% | +49.7% | +47.1% |
| 1Y | +22.2% | -8.8% | +31.0% | +27.6% |
| 3Y | +45.0% | +7.6% | +37.4% | +38.4% |
| 5Y | +2.6% | +5.8% | -3.2% | -1.2% |
| 10Y | +250.5% | +84.0% | +166.5% | +149.7% |
| All | +536.8% | +109.4% | +427.5% | +316.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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