+45.0%
BBY vs SPXU
-79.9%
+124.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +2.2% |
| 7D | +0.6% | +2.5% | -1.9% | +1.5% |
| 30D | +9.4% | +4.2% | +5.2% | +11.1% |
| 3M | +19.3% | -9.3% | +28.6% | +16.0% |
| 6M | +47.9% | -30.7% | +78.6% | +31.5% |
| YTD | +39.6% | -28.1% | +67.7% | +26.4% |
| 1Y | +22.2% | -35.2% | +57.4% | +7.4% |
| 3Y | +45.0% | -79.9% | +124.9% | -5.8% |
| All | +45.0% | -79.9% | +124.9% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling