-1.5%
BBY vs S
-71.9%
+70.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.5% | -1.5% |
| 7D | +1.2% | -1.2% | +2.4% | +1.4% |
| 30D | +6.8% | -12.6% | +19.3% | +8.9% |
| 3M | +18.7% | +27.6% | -8.8% | +12.3% |
| 6M | +37.3% | +35.5% | +1.8% | +27.1% |
| YTD | +35.3% | +29.6% | +5.7% | +26.0% |
| 1Y | +20.7% | +8.1% | +12.6% | +15.9% |
| 3Y | +39.4% | +14.8% | +24.7% | +26.4% |
| 5Y | -1.5% | -70.6% | +69.1% | +6.9% |
| All | -1.5% | -71.9% | +70.4% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling