+13.8%
BBY vs IRE
-84.4%
+98.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +14.0% | -10.8% | +3.2% |
| 7D | +9.5% | +54.8% | -45.3% | +9.7% |
| 30D | +6.8% | +18.4% | -11.6% | +6.9% |
| 3M | +28.9% | -66.7% | +95.6% | +29.4% |
| 6M | +37.8% | -52.3% | +90.1% | +38.5% |
| YTD | +38.7% | -52.3% | +91.1% | +36.0% |
| All | +13.8% | -84.4% | +98.3% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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