+308.0%
BBY vs MKTX
+1,442.6%
-1,134.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.1% | +3.1% |
| 7D | +0.6% | -0.2% | +0.8% | +0.6% |
| 30D | +9.4% | +0.7% | +8.7% | +9.2% |
| 3M | +19.3% | +40.8% | -21.5% | +8.9% |
| 6M | +47.9% | -8.0% | +55.9% | +48.5% |
| YTD | +39.6% | -8.7% | +48.3% | +40.2% |
| 1Y | +22.2% | -11.8% | +34.0% | +23.3% |
| 3Y | +45.0% | -24.0% | +69.0% | +46.8% |
| 5Y | +2.6% | -60.3% | +62.9% | +19.1% |
| 10Y | +250.5% | +5.0% | +245.5% | +209.5% |
| All | +308.0% | +1,442.6% | -1,134.6% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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