+18.5%
BBY vs MSI
-2.5%
+21.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | +0.7% | -1.8% | +2.5% | +0.6% |
| 30D | +5.8% | -0.6% | +6.4% | +5.7% |
| 3M | +18.0% | +13.0% | +5.0% | +18.2% |
| 6M | +39.8% | +0.5% | +39.3% | +39.8% |
| YTD | +35.4% | +21.7% | +13.7% | +33.2% |
| All | +18.5% | -2.5% | +21.0% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling