+3,644.4%
FIX vs BBY
+282.3%
+3,362.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | 0.0% |
| 7D | -13.9% | +10.9% | -24.8% | -17.1% |
| 30D | -35.5% | +19.6% | -55.2% | -39.8% |
| 3M | -33.9% | +27.6% | -61.5% | -40.1% |
| 6M | -43.3% | +79.4% | -122.8% | -55.2% |
| YTD | +18.7% | +61.7% | -43.0% | -4.0% |
| 1Y | +13.8% | +40.3% | -26.5% | -2.8% |
| 3Y | +495.0% | +87.9% | +407.1% | +331.9% |
| 5Y | +1,049.0% | +0.2% | +1,048.9% | +932.8% |
| 10Y | +3,644.4% | +274.5% | +3,370.0% | +2,090.4% |
| All | +3,644.4% | +282.3% | +3,362.1% | +2,090.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling