+15.0%
BBY vs S
-51.7%
+66.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +4.5% | +2.0% | +2.5% | +4.1% |
| 30D | +16.8% | -2.7% | +19.5% | +17.1% |
| 3M | +23.2% | -6.9% | +30.1% | +23.5% |
| 6M | +91.9% | +38.1% | +53.9% | +78.0% |
| YTD | +61.6% | +48.0% | +13.6% | +46.8% |
| 1Y | +43.9% | +34.5% | +9.4% | +32.6% |
| 3Y | +88.6% | +38.3% | +50.3% | +66.3% |
| 5Y | -3.1% | -70.9% | +67.8% | -2.7% |
| All | +15.0% | -51.7% | +66.8% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling