-1.2%
BBY vs S
-56.8%
+55.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +3.1% |
| 7D | +9.5% | -7.7% | +17.2% | +10.8% |
| 30D | +6.8% | -5.3% | +12.2% | +7.3% |
| 3M | +28.9% | +20.3% | +8.6% | +23.6% |
| 6M | +37.8% | +47.4% | -9.6% | +26.2% |
| YTD | +38.7% | +32.5% | +6.2% | +29.3% |
| 1Y | +23.7% | +9.5% | +14.2% | +18.8% |
| 3Y | +39.1% | +15.5% | +23.6% | +27.1% |
| 5Y | -0.4% | -71.2% | +70.8% | +2.3% |
| All | -1.2% | -56.8% | +55.5% | +6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling