+34.5%
BBY vs MAS
+40.8%
-6.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.6% | +2.3% | +5.9% |
| 7D | +4.5% | +14.2% | -9.6% | -0.2% |
| 30D | +16.0% | +26.8% | -10.8% | +7.1% |
| 3M | +18.6% | +13.1% | +5.5% | +13.2% |
| 6M | +80.1% | +27.9% | +52.1% | +64.9% |
| YTD | +57.4% | +38.7% | +18.8% | +34.7% |
| 1Y | +34.5% | +40.4% | -5.9% | +13.7% |
| All | +34.5% | +40.8% | -6.3% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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