+22.2%
BBY vs WAB
+49.7%
-27.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.8% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +9.4% | -4.1% | +13.5% | +10.6% |
| 3M | +19.3% | +8.2% | +11.2% | +15.8% |
| 6M | +47.9% | +15.4% | +32.5% | +38.4% |
| YTD | +39.6% | +33.1% | +6.4% | +16.7% |
| 1Y | +22.2% | +48.1% | -25.9% | -4.6% |
| All | +22.2% | +49.7% | -27.5% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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