+1,335.7%
BP vs BBY
+75,590.7%
-74,255.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.6% | +0.2% |
| 7D | +3.9% | +9.5% | -5.6% | +3.0% |
| 30D | +7.6% | +6.8% | +0.8% | +6.8% |
| 3M | +0.7% | +28.9% | -28.2% | -2.1% |
| 6M | +15.5% | +37.8% | -22.3% | +11.1% |
| YTD | +30.8% | +38.7% | -7.9% | +25.6% |
| 1Y | +34.3% | +23.7% | +10.6% | +30.3% |
| 3Y | +35.1% | +39.1% | -4.1% | +28.1% |
| 5Y | +126.8% | -0.4% | +127.2% | +119.6% |
| 10Y | +123.4% | +234.0% | -110.7% | +91.5% |
| All | +1,335.7% | +75,590.7% | -74,255.0% | +885.0% |
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 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