+8,450.5%
BBY vs SPG
+5,922.7%
+2,527.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +4.5% | +2.0% | +2.5% | +3.7% |
| 30D | +16.8% | +17.2% | -0.4% | +9.8% |
| 3M | +23.2% | +6.3% | +16.9% | +20.4% |
| 6M | +91.9% | +18.7% | +73.2% | +79.6% |
| YTD | +61.6% | +30.1% | +31.6% | +45.7% |
| 1Y | +43.9% | +32.8% | +11.1% | +28.7% |
| 3Y | +88.6% | +133.6% | -44.9% | +35.7% |
| 5Y | -3.1% | +84.4% | -87.5% | -23.9% |
| 10Y | +290.2% | +114.3% | +175.9% | +153.4% |
| All | +8,450.5% | +5,922.7% | +2,527.8% | +1,458.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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