+23.0%
BBY vs SN
+476.8%
-453.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.3% | +1.9% | -0.6% |
| 7D | +1.2% | -3.4% | +4.6% | +2.0% |
| 30D | +6.8% | -9.1% | +15.9% | +9.0% |
| 3M | +18.7% | +31.8% | -13.0% | +10.0% |
| 6M | +37.3% | +52.0% | -14.7% | +21.8% |
| YTD | +35.3% | +51.3% | -16.0% | +19.5% |
| 1Y | +20.7% | +46.9% | -26.2% | +6.9% |
| 3Y | +39.4% | +394.9% | -355.5% | +6.4% |
| All | +23.0% | +476.8% | -453.8% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 5y: compounded portfolio wealth divided by compounded SN 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…
5y analysis · Full analysis span regression · 6 months rolling