-1.5%
BBY vs STT
+158.4%
-159.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +1.2% | +1.0% | +0.2% | +0.7% |
| 30D | +6.8% | +2.8% | +4.0% | +5.3% |
| 3M | +18.7% | +18.1% | +0.6% | +9.1% |
| 6M | +37.3% | +59.2% | -21.9% | +8.1% |
| YTD | +35.3% | +51.5% | -16.2% | +8.8% |
| 1Y | +20.7% | +75.7% | -55.0% | -10.3% |
| 3Y | +39.4% | +200.8% | -161.3% | -19.6% |
| 5Y | -1.5% | +155.8% | -157.3% | -44.9% |
| All | -1.5% | +158.4% | -159.9% | -44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling