+0.2%
BBY vs P
+256.4%
-256.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -2.0% |
| 7D | +10.9% | -13.3% | +24.2% | +12.5% |
| 30D | +19.6% | -34.0% | +53.6% | +24.9% |
| 3M | +27.6% | +4.1% | +23.5% | +25.0% |
| 6M | +79.4% | +30.5% | +49.0% | +67.8% |
| YTD | +61.7% | +52.2% | +9.5% | +45.6% |
| 1Y | +40.3% | +10.3% | +30.0% | +32.4% |
| 3Y | +87.9% | +180.9% | -93.0% | +28.7% |
| 5Y | +0.2% | +259.7% | -259.5% | -40.6% |
| All | +0.2% | +256.4% | -256.3% | -40.6% |
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