+2,340.5%
EXC vs BBY
+75,590.7%
-73,250.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.2% | -4.2% | -1.3% |
| 7D | +0.3% | +9.5% | -9.2% | -0.4% |
| 30D | -3.7% | +6.8% | -10.6% | -4.2% |
| 3M | -1.3% | +28.9% | -30.1% | -3.1% |
| 6M | -9.7% | +37.8% | -47.5% | -11.9% |
| YTD | +2.9% | +38.7% | -35.9% | +0.2% |
| 1Y | +4.4% | +23.7% | -19.3% | +2.4% |
| 3Y | +22.2% | +39.1% | -16.9% | +17.7% |
| 5Y | +46.7% | -0.4% | +47.1% | +43.3% |
| 10Y | +155.3% | +234.0% | -78.7% | +130.2% |
| All | +2,340.5% | +75,590.7% | -73,250.2% | +1,686.5% |
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