+34.5%
BBY vs SFM
-35.8%
+70.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.6% | +4.3% | +7.6% |
| 7D | +4.5% | -12.3% | +16.8% | +5.5% |
| 30D | +16.0% | -16.2% | +32.2% | +17.9% |
| 3M | +18.6% | -36.8% | +55.4% | +24.6% |
| 6M | +80.1% | -32.6% | +112.6% | +85.8% |
| YTD | +57.4% | -31.7% | +89.1% | +60.5% |
| 1Y | +34.5% | -35.0% | +69.5% | +38.4% |
| All | +34.5% | -35.8% | +70.3% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 SFM 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