-0.5%
BBY vs P
+257.7%
-258.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +0.5% |
| 7D | +0.7% | -4.1% | +4.8% | +1.2% |
| 30D | +5.8% | -14.0% | +19.7% | +7.7% |
| 3M | +18.0% | +41.4% | -23.4% | +11.8% |
| 6M | +39.8% | +54.2% | -14.3% | +28.0% |
| YTD | +35.4% | +40.4% | -5.0% | +24.8% |
| 1Y | +21.4% | +16.0% | +5.4% | +14.1% |
| 3Y | +39.5% | +140.7% | -101.1% | +0.4% |
| 5Y | -0.5% | +256.3% | -256.8% | -38.4% |
| All | -0.5% | +257.7% | -258.1% | -38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling