+12,882.1%
BLK vs BBY
+519.0%
+12,363.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.2% |
| YTD | +2.5% | +39.6% | -37.0% | -6.7% |
| 1Y | -2.8% | +22.2% | -25.0% | -8.9% |
| 3Y | +65.9% | +45.0% | +20.9% | +45.8% |
| 5Y | +33.0% | +2.6% | +30.4% | +24.6% |
| 10Y | +281.2% | +250.5% | +30.7% | +163.4% |
| All | +12,882.1% | +519.0% | +12,363.1% | +7,376.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling