+41.5%
BBY vs P
+159.9%
-118.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.7% | -1.1% |
| 7D | +8.1% | +7.8% | +0.3% | +7.7% |
| 30D | +8.9% | +12.3% | -3.4% | +8.2% |
| 3M | +22.0% | +37.1% | -15.1% | +19.8% |
| 6M | +37.8% | +66.1% | -28.3% | +31.5% |
| YTD | +37.3% | +50.9% | -13.6% | +31.6% |
| 1Y | +21.6% | +27.2% | -5.7% | +17.7% |
| 3Y | +41.5% | +158.7% | -117.2% | +18.8% |
| All | +41.5% | +159.9% | -118.4% | +18.8% |
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