+22.2%
BBY vs ROP
-23.7%
+45.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +0.6% | -4.6% | +5.2% | +1.5% |
| 30D | +9.4% | -1.7% | +11.1% | +9.4% |
| 3M | +19.3% | +17.1% | +2.3% | +14.2% |
| 6M | +47.9% | +10.9% | +37.1% | +43.4% |
| YTD | +39.6% | -12.1% | +51.7% | +42.2% |
| 1Y | +22.2% | -24.2% | +46.4% | +32.5% |
| All | +22.2% | -23.7% | +45.9% | +32.5% |
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