+72,563.2%
BBY vs MSI
+4,035.2%
+68,528.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.5% |
| 7D | +9.5% | -3.7% | +13.2% | +10.8% |
| 30D | +6.8% | +6.8% | 0.0% | +4.1% |
| 3M | +28.9% | +14.3% | +14.6% | +22.7% |
| 6M | +37.8% | -1.6% | +39.4% | +37.1% |
| YTD | +38.7% | +22.8% | +16.0% | +27.8% |
| 1Y | +23.7% | -1.1% | +24.8% | +22.2% |
| 3Y | +39.1% | +70.5% | -31.4% | +13.4% |
| 5Y | -0.4% | +102.8% | -103.2% | -23.9% |
| 10Y | +234.0% | +597.4% | -363.4% | +69.5% |
| All | +72,563.2% | +4,035.2% | +68,528.0% | +12,723.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling