+34.5%
BBY vs ROP
+10.4%
+24.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.9% | +4.0% | +6.9% |
| 7D | +4.5% | +11.7% | -7.2% | +1.7% |
| 30D | +16.0% | +35.5% | -19.5% | +7.8% |
| 3M | +18.6% | +25.6% | -7.0% | +11.5% |
| 6M | +80.1% | +39.3% | +40.8% | +65.1% |
| YTD | +57.4% | +11.6% | +45.8% | +48.9% |
| 1Y | +34.5% | +10.6% | +23.9% | +28.1% |
| All | +34.5% | +10.4% | +24.1% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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