-51.7%
FIG vs BBY
+33.0%
-84.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +8.0% | -2.7% | +1.3% |
| 7D | -4.7% | +4.5% | -9.2% | -6.8% |
| 30D | +0.5% | +16.0% | -15.4% | -6.3% |
| 3M | -18.4% | +18.6% | -37.0% | -25.2% |
| 6M | +10.9% | +80.1% | -69.2% | -15.3% |
| YTD | -40.8% | +57.4% | -98.2% | -53.1% |
| 1Y | -51.7% | +34.5% | -86.2% | -60.8% |
| All | -51.7% | +33.0% | -84.7% | -60.8% |
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