+70,760.0%
BBY vs OMC
+5,687.0%
+65,073.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | +0.3% |
| 7D | +1.2% | -4.2% | +5.4% | +3.2% |
| 30D | +6.8% | -7.5% | +14.3% | +10.6% |
| 3M | +18.7% | +4.6% | +14.1% | +14.9% |
| 6M | +37.3% | -4.8% | +42.1% | +38.5% |
| YTD | +35.3% | -1.0% | +36.3% | +31.7% |
| 1Y | +20.7% | +3.8% | +16.8% | +13.6% |
| 3Y | +39.4% | +10.2% | +29.2% | +25.6% |
| 5Y | -1.5% | +29.7% | -31.2% | -19.9% |
| 10Y | +239.8% | +32.3% | +207.5% | +158.3% |
| All | +70,760.0% | +5,687.0% | +65,073.1% | +15,198.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling