+34.5%
BBY vs TRI
-22.4%
+56.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.4% | +1.6% | +6.7% |
| 7D | +4.5% | +1.0% | +3.6% | +4.2% |
| 30D | +16.0% | +20.8% | -4.8% | +12.2% |
| 3M | +18.6% | +8.1% | +10.5% | +16.3% |
| 6M | +80.1% | +24.2% | +55.9% | +71.6% |
| YTD | +57.4% | -7.8% | +65.2% | +62.2% |
| 1Y | +34.5% | -16.7% | +51.2% | +45.8% |
| All | +34.5% | -22.4% | +56.9% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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