+34.5%
BBY vs TRU
+2.1%
+32.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +4.6% | +3.4% | +6.7% |
| 7D | +4.5% | +10.5% | -6.0% | +1.7% |
| 30D | +16.0% | +28.7% | -12.7% | +8.5% |
| 3M | +18.6% | +0.7% | +18.0% | +17.1% |
| 6M | +80.1% | +19.3% | +60.7% | +69.0% |
| YTD | +57.4% | -3.7% | +61.2% | +55.0% |
| 1Y | +34.5% | +3.4% | +31.1% | +25.8% |
| All | +34.5% | +2.1% | +32.4% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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