+22.5%
F vs BBY
+20.2%
+2.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.5% | -3.4% |
| 7D | -4.9% | +1.2% | -6.1% | -5.2% |
| 30D | -2.9% | +6.8% | -9.7% | -5.0% |
| 3M | -9.1% | +18.7% | -27.8% | -13.9% |
| 6M | +12.9% | +37.3% | -24.4% | +2.6% |
| YTD | +6.1% | +35.3% | -29.2% | -3.0% |
| 1Y | +22.5% | +20.7% | +1.8% | +19.3% |
| All | +22.5% | +20.2% | +2.3% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling