-8.5%
BX vs BBY
+33.0%
-41.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.0% | -1.7% | +4.1% |
| 7D | +8.3% | +4.5% | +3.8% | +6.9% |
| 30D | +13.5% | +16.0% | -2.4% | +9.6% |
| 3M | -7.6% | +18.6% | -26.2% | -11.2% |
| 6M | +4.0% | +80.1% | -76.0% | -10.6% |
| YTD | -15.2% | +57.4% | -72.6% | -23.3% |
| 1Y | -8.5% | +34.5% | -43.0% | -12.3% |
| All | -8.5% | +33.0% | -41.5% | -12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling