+23.7%
BBY vs TDY
+11.8%
+11.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +3.1% |
| 7D | +9.5% | -1.8% | +11.3% | +10.0% |
| 30D | +6.8% | -10.7% | +17.5% | +9.5% |
| 3M | +28.9% | -1.3% | +30.1% | +28.2% |
| 6M | +37.8% | -10.6% | +48.4% | +41.1% |
| YTD | +38.7% | +19.6% | +19.2% | +25.0% |
| 1Y | +23.7% | +11.6% | +12.1% | +15.2% |
| All | +23.7% | +11.8% | +11.9% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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