+132.0%
C vs BBY
+0.2%
+131.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.2% | +1.2% |
| 7D | +2.6% | +1.2% | +1.4% | +2.2% |
| 30D | +1.9% | +6.8% | -4.9% | -0.3% |
| 3M | +2.8% | +18.7% | -15.9% | -2.9% |
| 6M | +30.6% | +37.3% | -6.7% | +16.8% |
| YTD | +19.9% | +35.3% | -15.4% | +7.5% |
| 1Y | +44.6% | +20.7% | +23.9% | +33.8% |
| 3Y | +272.1% | +39.4% | +232.7% | +218.7% |
| 5Y | +132.0% | -1.5% | +133.5% | +95.0% |
| All | +132.0% | +0.2% | +131.8% | +95.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling