+5,079.8%
BBY vs WAB
+4,056.8%
+1,023.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.0% |
| 7D | +1.2% | +0.2% | +0.9% | +1.1% |
| 30D | +6.8% | -4.6% | +11.3% | +8.6% |
| 3M | +18.7% | +5.6% | +13.1% | +15.8% |
| 6M | +37.3% | +13.8% | +23.5% | +29.7% |
| YTD | +35.3% | +31.9% | +3.5% | +21.1% |
| 1Y | +20.7% | +48.3% | -27.6% | +3.5% |
| 3Y | +39.4% | +167.1% | -127.7% | -3.3% |
| 5Y | -1.5% | +222.9% | -224.4% | -36.2% |
| 10Y | +239.8% | +289.9% | -50.1% | +92.8% |
| All | +5,079.8% | +4,056.8% | +1,023.0% | +1,101.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling