+65.9%
BLK vs BBY
+42.8%
+23.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.9% |
| 7D | -3.3% | +0.6% | -3.9% | -3.4% |
| 30D | -6.5% | +9.4% | -15.9% | -8.7% |
| 3M | +6.7% | +19.3% | -12.6% | +1.9% |
| 6M | +14.7% | +47.9% | -33.2% | +2.9% |
| YTD | +2.5% | +39.6% | -37.0% | -6.8% |
| 1Y | -2.8% | +22.2% | -25.0% | -8.5% |
| 3Y | +65.9% | +45.0% | +20.9% | +40.0% |
| All | +65.9% | +42.8% | +23.1% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 3y: compounded portfolio wealth divided by compounded BBY 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…
3y analysis · Full analysis span regression · 6 months rolling