+6,438.2%
EW vs BBY
+387.1%
+6,051.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.0% | -0.3% |
| 7D | -0.3% | +9.5% | -9.8% | -1.6% |
| 30D | +1.0% | +6.8% | -5.8% | 0.0% |
| 3M | +2.8% | +28.9% | -26.0% | -0.9% |
| 6M | +5.5% | +37.8% | -32.3% | +0.3% |
| YTD | +5.5% | +38.7% | -33.3% | 0.0% |
| 1Y | +11.0% | +23.7% | -12.7% | +6.8% |
| 3Y | +17.7% | +39.1% | -21.4% | +9.5% |
| 5Y | -25.7% | -0.4% | -25.3% | -28.7% |
| 10Y | +132.8% | +234.0% | -101.2% | +89.4% |
| All | +6,438.2% | +387.1% | +6,051.0% | +4,404.3% |
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 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