+23.7%
BBY vs STZ
-10.2%
+33.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.9% | +3.3% |
| 7D | +9.5% | -1.9% | +11.4% | +9.9% |
| 30D | +6.8% | -1.9% | +8.7% | +7.3% |
| 3M | +28.9% | -6.2% | +35.1% | +30.5% |
| 6M | +37.8% | -14.0% | +51.8% | +41.2% |
| YTD | +38.7% | -5.1% | +43.9% | +35.4% |
| 1Y | +23.7% | -9.6% | +33.3% | +23.4% |
| All | +23.7% | -10.2% | +33.9% | +23.4% |
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