+2,486.5%
EXC vs BBY
+88,077.6%
-85,591.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.7% | +1.3% |
| 7D | +1.4% | +4.5% | -3.1% | +1.1% |
| 30D | +8.6% | +16.8% | -8.2% | +7.4% |
| 3M | +2.4% | +23.2% | -20.8% | +0.8% |
| 6M | +6.5% | +91.9% | -85.5% | +1.5% |
| YTD | +9.0% | +61.6% | -52.6% | +5.0% |
| 1Y | +4.6% | +43.9% | -39.3% | +1.5% |
| 3Y | +33.5% | +88.6% | -55.2% | +25.8% |
| 5Y | +41.4% | -3.1% | +44.5% | +38.3% |
| 10Y | +204.3% | +290.2% | -85.9% | +171.3% |
| All | +2,486.5% | +88,077.6% | -85,591.1% | +1,772.0% |
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 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