+34.5%
BBY vs MDY
+17.5%
+17.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.6% | +7.4% | +7.5% |
| 7D | +4.5% | +1.7% | +2.8% | +3.4% |
| 30D | +16.0% | +1.2% | +14.8% | +15.0% |
| 3M | +18.6% | -3.5% | +22.1% | +21.4% |
| 6M | +80.1% | +3.5% | +76.5% | +75.2% |
| YTD | +57.4% | +13.6% | +43.8% | +38.2% |
| 1Y | +34.5% | +17.1% | +17.5% | +13.6% |
| All | +34.5% | +17.5% | +17.0% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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