+45.0%
BBY vs TRI
-18.9%
+63.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.8% |
| 7D | +0.6% | -7.9% | +8.5% | +2.0% |
| 30D | +9.4% | -4.5% | +13.9% | +10.0% |
| 3M | +19.3% | +22.1% | -2.8% | +14.1% |
| 6M | +47.9% | -2.8% | +50.7% | +47.1% |
| YTD | +39.6% | -23.4% | +63.0% | +46.1% |
| 1Y | +22.2% | -41.5% | +63.7% | +35.7% |
| 3Y | +45.0% | -19.2% | +64.2% | +52.0% |
| All | +45.0% | -18.9% | +63.9% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling