+41.1%
BBY vs MAS
+39.2%
+2.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.6% |
| 7D | +10.9% | +3.6% | +7.3% | +9.6% |
| 30D | +19.6% | +23.8% | -4.2% | +11.6% |
| 3M | +27.6% | +14.4% | +13.2% | +21.7% |
| 6M | +79.4% | +19.7% | +59.7% | +67.5% |
| YTD | +61.7% | +36.0% | +25.7% | +39.9% |
| All | +41.1% | +39.2% | +2.0% | +19.8% |
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