+49.3%
F vs BBY
-1.6%
+50.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -3.7% | +0.7% | -4.4% | -3.9% |
| 30D | -0.7% | +5.8% | -6.5% | -3.4% |
| 3M | -1.9% | +18.0% | -19.9% | -9.3% |
| 6M | +16.1% | +39.8% | -23.8% | -1.2% |
| YTD | +9.5% | +35.4% | -25.9% | -6.1% |
| 1Y | +27.2% | +21.4% | +5.8% | +14.3% |
| 3Y | +36.3% | +39.5% | -3.3% | +6.8% |
| 5Y | +49.3% | -0.5% | +49.8% | +24.1% |
| All | +49.3% | -1.6% | +50.9% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling