+22.2%
BBY vs TMF
-26.8%
+49.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.0% | +3.1% |
| 7D | +0.6% | -5.1% | +5.7% | +1.6% |
| 30D | +9.4% | -4.6% | +14.0% | +10.3% |
| 3M | +19.3% | -16.6% | +35.9% | +22.7% |
| 6M | +47.9% | -19.9% | +67.8% | +51.6% |
| YTD | +39.6% | -20.2% | +59.7% | +43.3% |
| 1Y | +22.2% | -27.7% | +49.9% | +27.7% |
| All | +22.2% | -26.8% | +49.0% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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