+1.3%
BBY vs IT
-42.9%
+44.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.3% | -2.2% | +1.7% |
| 7D | +0.6% | -3.7% | +4.3% | +1.5% |
| 30D | +9.4% | +0.1% | +9.3% | +8.9% |
| 3M | +19.3% | +20.7% | -1.3% | +11.2% |
| 6M | +47.9% | +12.0% | +35.9% | +39.7% |
| YTD | +39.6% | -28.8% | +68.4% | +51.5% |
| 1Y | +22.2% | -25.5% | +47.7% | +29.7% |
| 3Y | +45.0% | -48.8% | +93.7% | +70.2% |
| All | +1.3% | -42.9% | +44.2% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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