+32.6%
BBY vs IRE
-97.7%
+130.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -15.8% | +13.8% | -2.2% |
| 7D | +10.9% | -41.9% | +52.8% | +10.5% |
| 30D | +19.6% | -75.1% | +94.7% | +18.8% |
| 3M | +27.6% | -82.4% | +110.0% | +26.7% |
| 6M | +79.4% | -95.5% | +175.0% | +78.2% |
| YTD | +61.7% | -93.1% | +154.7% | +57.1% |
| 1Y | +40.3% | -97.8% | +138.1% | +41.4% |
| All | +32.6% | -97.7% | +130.4% | +32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling