+602.2%
BBY vs SNY
+241.9%
+360.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.0% |
| 7D | +0.6% | -3.3% | +3.9% | +2.0% |
| 30D | +9.4% | -2.2% | +11.5% | +10.4% |
| 3M | +19.3% | -3.0% | +22.4% | +20.7% |
| 6M | +47.9% | +2.7% | +45.2% | +45.8% |
| YTD | +39.6% | -6.8% | +46.4% | +42.9% |
| 1Y | +22.2% | -5.3% | +27.4% | +24.0% |
| 3Y | +45.0% | -9.8% | +54.8% | +44.7% |
| 5Y | +2.6% | +9.7% | -7.1% | -8.7% |
| 10Y | +250.5% | +64.5% | +186.0% | +152.8% |
| All | +602.2% | +241.9% | +360.3% | +182.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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