+70,760.1%
BBY vs WY
+673.4%
+70,086.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.0% | -1.3% |
| 7D | +1.2% | -1.7% | +2.9% | +1.9% |
| 30D | +6.8% | -9.9% | +16.6% | +11.6% |
| 3M | +18.7% | -7.5% | +26.3% | +22.4% |
| 6M | +37.3% | -5.1% | +42.4% | +39.6% |
| YTD | +35.3% | -2.1% | +37.4% | +35.3% |
| 1Y | +20.7% | -7.3% | +28.0% | +23.4% |
| 3Y | +39.4% | -22.6% | +62.1% | +53.9% |
| 5Y | -1.5% | -19.8% | +18.3% | +7.1% |
| 10Y | +239.8% | +9.6% | +230.2% | +204.9% |
| All | +70,760.1% | +673.4% | +70,086.7% | +24,522.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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