+34.5%
BBY vs STT
+53.6%
-19.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.2% | +5.8% | +7.6% |
| 7D | +4.5% | -0.1% | +4.6% | +4.5% |
| 30D | +16.0% | -1.7% | +17.7% | +16.2% |
| 3M | +18.6% | -6.4% | +25.0% | +19.4% |
| 6M | +80.1% | +17.7% | +62.4% | +73.3% |
| YTD | +57.4% | +36.9% | +20.5% | +46.1% |
| 1Y | +34.5% | +52.0% | -17.5% | +18.0% |
| All | +34.5% | +53.6% | -19.1% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling