+71,806.5%
BBY vs MSI
+3,990.4%
+67,816.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -0.7% |
| 7D | +8.1% | -5.8% | +13.9% | +10.2% |
| 30D | +8.9% | -1.0% | +9.9% | +9.2% |
| 3M | +22.0% | +14.2% | +7.9% | +16.3% |
| 6M | +37.8% | +1.0% | +36.8% | +36.0% |
| YTD | +37.3% | +21.5% | +15.8% | +26.9% |
| 1Y | +21.6% | -2.1% | +23.7% | +20.5% |
| 3Y | +41.5% | +69.3% | -27.8% | +15.6% |
| 5Y | +1.2% | +99.3% | -98.1% | -22.1% |
| 10Y | +237.8% | +595.0% | -357.3% | +71.6% |
| All | +71,806.5% | +3,990.4% | +67,816.1% | +12,636.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MSI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling