-37.1%
DOW vs BBY
+1.5%
-38.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.1% | -5.1% | -3.0% |
| 7D | -1.4% | +0.6% | -2.0% | -1.6% |
| 30D | -3.9% | +9.4% | -13.3% | -7.0% |
| 3M | -12.7% | +19.3% | -32.0% | -18.2% |
| 6M | -13.7% | +47.9% | -61.6% | -26.2% |
| YTD | +28.4% | +39.6% | -11.2% | +12.0% |
| 1Y | +21.8% | +22.2% | -0.4% | +11.6% |
| 3Y | -35.7% | +45.0% | -80.7% | -46.0% |
| All | -37.1% | +1.5% | -38.7% | -49.3% |
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 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