+246.5%
BBY vs MCO
+393.6%
-147.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.1% |
| 7D | +0.6% | -3.8% | +4.4% | +2.9% |
| 30D | +9.4% | -0.4% | +9.8% | +9.5% |
| 3M | +19.3% | +7.7% | +11.6% | +13.6% |
| 6M | +47.9% | +7.0% | +40.9% | +40.7% |
| YTD | +39.6% | -6.4% | +46.0% | +42.3% |
| 1Y | +22.2% | -7.6% | +29.8% | +24.9% |
| 3Y | +45.0% | +43.2% | +1.7% | +12.0% |
| 5Y | +2.6% | +29.6% | -27.0% | -18.1% |
| All | +246.5% | +393.6% | -147.1% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 10y: compounded portfolio wealth divided by compounded MCO 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…
10y analysis · Full analysis span regression · 6 months rolling