+3,553.2%
FIX vs BBY
+288.1%
+3,265.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | +9.4% | +4.5% | +5.0% | +8.0% |
| 30D | -27.8% | +16.8% | -44.6% | -32.0% |
| 3M | -35.6% | +23.2% | -58.8% | -40.9% |
| 6M | -45.2% | +91.9% | -137.2% | -57.7% |
| YTD | +19.5% | +61.6% | -42.2% | -3.4% |
| 1Y | +24.2% | +43.9% | -19.6% | +5.0% |
| 3Y | +494.2% | +88.6% | +405.5% | +330.2% |
| 5Y | +1,036.1% | -3.1% | +1,039.2% | +935.7% |
| All | +3,553.2% | +288.1% | +3,265.1% | +2,010.2% |
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