+16,859.1%
BBY vs STZ
+9,075.1%
+7,784.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.6% | +4.6% | +0.5% |
| 7D | +8.1% | -7.4% | +15.5% | +10.4% |
| 30D | +8.9% | -10.9% | +19.8% | +12.4% |
| 3M | +22.0% | -13.4% | +35.5% | +26.7% |
| 6M | +37.8% | -16.2% | +54.0% | +43.9% |
| YTD | +37.3% | -10.4% | +47.8% | +40.2% |
| 1Y | +21.6% | -14.8% | +36.3% | +25.6% |
| 3Y | +41.5% | -50.1% | +91.6% | +68.0% |
| 5Y | +1.2% | -38.8% | +40.0% | +13.4% |
| 10Y | +237.8% | -14.1% | +251.9% | +239.8% |
| All | +16,859.1% | +9,075.1% | +7,784.0% | +5,951.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling