+34.5%
BBY vs TAP
+4.4%
+30.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.0% | +4.9% | +7.1% |
| 7D | +4.5% | +9.9% | -5.4% | +1.9% |
| 30D | +16.0% | +18.1% | -2.1% | +11.2% |
| 3M | +18.6% | +3.2% | +15.4% | +17.1% |
| 6M | +80.1% | +8.4% | +71.6% | +75.5% |
| YTD | +57.4% | -4.4% | +61.8% | +53.4% |
| 1Y | +34.5% | +3.2% | +31.3% | +28.0% |
| All | +34.5% | +4.4% | +30.1% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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