+34.5%
BBY vs SGI
-10.7%
+45.2%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.8% | +1.2% | +5.7% |
| 7D | +4.5% | +12.1% | -7.5% | +0.8% |
| 30D | +16.0% | +12.1% | +3.9% | +12.0% |
| 3M | +18.6% | +0.4% | +18.2% | +17.7% |
| 6M | +80.1% | -4.0% | +84.1% | +78.6% |
| YTD | +57.4% | -21.2% | +78.7% | +62.6% |
| 1Y | +34.5% | -12.1% | +46.6% | +39.1% |
| All | +34.5% | -10.7% | +45.2% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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