+34.5%
BBY vs STZ
+14.7%
+19.8%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.3% | +2.7% | +6.7% |
| 7D | +4.5% | +13.0% | -8.4% | +1.6% |
| 30D | +16.0% | +29.4% | -13.4% | +9.9% |
| 3M | +18.6% | +11.6% | +7.0% | +15.6% |
| 6M | +80.1% | -0.2% | +80.3% | +78.3% |
| YTD | +57.4% | +8.6% | +48.9% | +46.8% |
| 1Y | +34.5% | +15.9% | +18.6% | +21.6% |
| All | +34.5% | +14.7% | +19.8% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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