+1.8%
BBY vs MAS
+32.0%
-30.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.4% | +2.1% |
| 7D | +9.5% | -0.8% | +10.2% | +10.0% |
| 30D | +6.8% | -5.6% | +12.4% | +10.5% |
| 3M | +28.9% | +4.4% | +24.4% | +23.6% |
| 6M | +37.8% | +7.2% | +30.6% | +28.2% |
| YTD | +38.7% | +16.1% | +22.6% | +21.2% |
| 1Y | +23.7% | +0.1% | +23.6% | +19.3% |
| 3Y | +39.1% | +28.3% | +10.8% | +12.8% |
| All | +1.8% | +32.0% | -30.2% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling