+113.6%
C vs BBY
-3.9%
+117.5%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.2% |
| 7D | +4.2% | +4.5% | -0.3% | +2.8% |
| 30D | +2.0% | +16.8% | -14.8% | -2.7% |
| 3M | -10.1% | +23.2% | -33.3% | -16.0% |
| 6M | +1.0% | +91.9% | -90.9% | -18.8% |
| YTD | +8.5% | +61.6% | -53.2% | -8.2% |
| 1Y | +25.7% | +43.9% | -18.2% | +10.4% |
| 3Y | +216.0% | +88.6% | +127.3% | +145.3% |
| All | +113.6% | -3.9% | +117.5% | +76.0% |
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