+354.8%
BBY vs SPXU
-100.0%
+454.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -0.9% |
| 7D | +1.2% | +1.3% | -0.1% | +1.7% |
| 30D | +6.8% | +5.1% | +1.7% | +8.8% |
| 3M | +18.7% | -9.1% | +27.9% | +15.4% |
| 6M | +37.3% | -29.6% | +66.9% | +22.4% |
| YTD | +35.3% | -27.7% | +63.0% | +22.4% |
| 1Y | +20.7% | -37.0% | +57.6% | +4.9% |
| 3Y | +39.4% | -80.2% | +119.6% | -10.6% |
| 5Y | -1.5% | -86.0% | +84.5% | -33.8% |
| 10Y | +239.8% | -99.5% | +339.3% | +0.8% |
| All | +354.8% | -100.0% | +454.8% | -54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling