+10.8%
BBY vs Q
+75.4%
-64.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.1% |
| 7D | +0.7% | +4.1% | -3.4% | +0.7% |
| 30D | +5.8% | -10.7% | +16.5% | +5.9% |
| 3M | +18.0% | -11.7% | +29.7% | +18.1% |
| 6M | +39.8% | +8.3% | +31.5% | +37.8% |
| YTD | +35.4% | +51.3% | -15.9% | +24.5% |
| All | +10.8% | +75.4% | -64.6% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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