+20.7%
BBY vs P
+22.0%
-1.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.6% | -1.6% |
| 7D | +1.2% | +5.0% | -3.8% | +1.3% |
| 30D | +6.8% | -0.9% | +7.7% | +7.0% |
| 3M | +18.7% | +38.7% | -19.9% | +21.3% |
| 6M | +37.3% | +54.4% | -17.1% | +37.3% |
| YTD | +35.3% | +44.8% | -9.5% | +35.4% |
| 1Y | +20.7% | +22.5% | -1.9% | +27.5% |
| All | +20.7% | +22.0% | -1.4% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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