+71,806.5%
BBY vs SAN
+2,106.1%
+69,700.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.9% |
| 7D | +8.1% | +3.3% | +4.8% | +6.9% |
| 30D | +8.9% | +1.1% | +7.9% | +8.5% |
| 3M | +22.0% | +22.2% | -0.2% | +13.1% |
| 6M | +37.8% | +36.0% | +1.8% | +22.1% |
| YTD | +37.3% | +28.2% | +9.1% | +23.3% |
| 1Y | +21.6% | +54.1% | -32.6% | +2.0% |
| 3Y | +41.5% | +354.2% | -312.7% | -21.2% |
| 5Y | +1.2% | +387.3% | -386.0% | -46.9% |
| 10Y | +237.8% | +334.8% | -97.0% | +70.9% |
| All | +71,806.5% | +2,106.1% | +69,700.4% | +19,086.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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