+15,124.9%
BBY vs SM
+1,434.4%
+13,690.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | +4.5% | +9.4% | -4.9% | +3.2% |
| 30D | +16.8% | -14.4% | +31.2% | +18.5% |
| 3M | +23.2% | +1.6% | +21.7% | +21.9% |
| 6M | +91.9% | +6.3% | +85.6% | +87.6% |
| YTD | +61.6% | +78.8% | -17.1% | +46.5% |
| 1Y | +43.9% | +83.1% | -39.3% | +29.8% |
| 3Y | +88.6% | -5.9% | +94.6% | +82.6% |
| 5Y | -3.1% | +4.8% | -7.9% | -10.3% |
| 10Y | +290.2% | +17.5% | +272.6% | +170.1% |
| All | +15,124.9% | +1,434.4% | +13,690.5% | +6,799.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling