+23.7%
BBY vs SM
+36.8%
-13.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.1% | +6.3% | +3.1% |
| 7D | +9.5% | -0.5% | +10.0% | +9.5% |
| 30D | +6.8% | +25.6% | -18.7% | +6.9% |
| 3M | +28.9% | +8.0% | +20.8% | +29.1% |
| 6M | +37.8% | +50.8% | -13.0% | +33.1% |
| YTD | +38.7% | +97.9% | -59.1% | +27.3% |
| 1Y | +23.7% | +33.8% | -10.1% | +27.3% |
| All | +23.7% | +36.8% | -13.1% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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