+34.5%
BBY vs OMC
+24.5%
+10.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.2% | +2.8% | +7.0% |
| 7D | +4.5% | +12.5% | -8.0% | +2.4% |
| 30D | +16.0% | +16.3% | -0.3% | +13.4% |
| 3M | +18.6% | +8.1% | +10.5% | +16.7% |
| 6M | +80.1% | +17.2% | +62.9% | +75.5% |
| YTD | +57.4% | +11.8% | +45.7% | +55.0% |
| 1Y | +34.5% | +23.9% | +10.6% | +30.3% |
| All | +34.5% | +24.5% | +10.0% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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