+40.2%
BBY vs PL
+10.1%
+30.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.7% |
| 7D | +4.0% | +22.3% | -18.2% | +4.1% |
| 30D | +17.6% | -8.3% | +25.9% | +17.4% |
| 3M | +25.9% | -43.3% | +69.2% | +25.4% |
| 6M | +85.1% | -65.8% | +150.9% | +84.9% |
| YTD | +60.6% | -29.5% | +90.1% | +60.0% |
| 1Y | +40.2% | +11.7% | +28.4% | +36.2% |
| All | +40.2% | +10.1% | +30.1% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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