+179.3%
EXE vs BBY
-4.2%
+183.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | -1.8% | +8.1% | -9.9% | -2.8% |
| 30D | +6.4% | +8.9% | -2.5% | +5.1% |
| 3M | +9.2% | +22.0% | -12.8% | +6.2% |
| 6M | -7.0% | +37.8% | -44.8% | -11.5% |
| YTD | -9.5% | +37.3% | -46.8% | -14.0% |
| 1Y | +6.2% | +21.6% | -15.3% | +2.7% |
| 3Y | +20.7% | +41.5% | -20.8% | +9.6% |
| 5Y | +103.6% | +1.2% | +102.4% | +85.3% |
| All | +179.3% | -4.2% | +183.5% | +155.0% |
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