+1.3%
BBY vs WU
-51.3%
+52.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.8% |
| 7D | +0.6% | -3.5% | +4.1% | +2.1% |
| 30D | +9.4% | -2.9% | +12.3% | +10.7% |
| 3M | +19.3% | -2.3% | +21.6% | +18.3% |
| 6M | +47.9% | -25.4% | +73.3% | +65.9% |
| YTD | +39.6% | -21.2% | +60.8% | +52.3% |
| 1Y | +22.2% | -8.9% | +31.0% | +22.9% |
| 3Y | +45.0% | -29.0% | +73.9% | +61.7% |
| All | +1.3% | -51.3% | +52.6% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling