+0.2%
BBY vs MAS
+42.7%
-42.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.3% |
| 7D | +10.9% | +3.6% | +7.3% | +8.7% |
| 30D | +19.6% | +23.8% | -4.2% | +5.3% |
| 3M | +27.6% | +14.4% | +13.2% | +17.7% |
| 6M | +79.4% | +19.7% | +59.7% | +58.6% |
| YTD | +61.7% | +36.0% | +25.7% | +28.3% |
| 1Y | +40.3% | +40.4% | -0.1% | +8.7% |
| 3Y | +87.9% | +58.9% | +29.0% | +33.1% |
| 5Y | +0.2% | +44.5% | -44.4% | -27.0% |
| All | +0.2% | +42.7% | -42.5% | -27.0% |
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