+41.5%
BBY vs ROIV
+253.6%
-212.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +18.8% | -19.8% | -3.4% |
| 7D | +8.1% | +20.2% | -12.1% | +5.4% |
| 30D | +8.9% | +14.1% | -5.2% | +6.9% |
| 3M | +22.0% | +45.6% | -23.6% | +15.5% |
| 6M | +37.8% | +44.1% | -6.3% | +30.3% |
| YTD | +37.3% | +91.2% | -53.8% | +23.8% |
| 1Y | +21.6% | +221.3% | -199.7% | +0.5% |
| 3Y | +41.5% | +229.2% | -187.7% | +10.5% |
| All | +41.5% | +253.6% | -212.1% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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