+5,775.6%
BBY vs MDY
+2,615.3%
+3,160.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -0.4% |
| 7D | +1.2% | -0.8% | +2.0% | +2.0% |
| 30D | +6.8% | -3.9% | +10.7% | +11.2% |
| 3M | +18.7% | 0.0% | +18.8% | +18.6% |
| 6M | +37.3% | +8.5% | +28.7% | +25.3% |
| YTD | +35.3% | +13.2% | +22.1% | +18.0% |
| 1Y | +20.7% | +15.0% | +5.6% | +3.9% |
| 3Y | +39.4% | +49.6% | -10.1% | -7.7% |
| 5Y | -1.5% | +46.0% | -47.5% | -32.7% |
| 10Y | +239.8% | +176.4% | +63.4% | +19.5% |
| All | +5,775.6% | +2,615.3% | +3,160.3% | +47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling