+26.1%
BBY vs SN
+490.7%
-464.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.4% |
| 7D | +9.5% | -9.3% | +18.8% | +11.9% |
| 30D | +6.8% | -4.8% | +11.6% | +7.8% |
| 3M | +28.9% | +40.4% | -11.6% | +17.3% |
| 6M | +37.8% | +50.9% | -13.1% | +22.6% |
| YTD | +38.7% | +54.9% | -16.2% | +21.9% |
| 1Y | +23.7% | +43.0% | -19.3% | +10.5% |
| 3Y | +39.1% | +391.8% | -352.7% | +5.5% |
| All | +26.1% | +490.7% | -464.6% | -4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling