+87.9%
BBY vs P
+187.1%
-99.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -2.0% |
| 7D | +10.9% | -13.3% | +24.2% | +11.4% |
| 30D | +19.6% | -34.0% | +53.6% | +21.4% |
| 3M | +27.6% | +4.1% | +23.5% | +26.5% |
| 6M | +79.4% | +30.5% | +49.0% | +74.6% |
| YTD | +61.7% | +52.2% | +9.5% | +54.4% |
| 1Y | +40.3% | +10.3% | +30.0% | +37.5% |
| 3Y | +87.9% | +180.9% | -93.0% | +58.9% |
| All | +87.9% | +187.1% | -99.2% | +58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling