+6,034.5%
FIX vs BBY
+236.2%
+5,798.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.5% |
| 7D | +3.5% | +1.2% | +2.3% | +3.1% |
| 30D | -3.5% | +6.8% | -10.3% | -5.9% |
| 3M | -11.8% | +18.7% | -30.5% | -17.6% |
| 6M | +17.8% | +37.3% | -19.5% | +2.9% |
| YTD | +73.3% | +35.3% | +38.0% | +50.7% |
| 1Y | +128.1% | +20.7% | +107.4% | +107.0% |
| 3Y | +772.7% | +39.4% | +733.2% | +613.3% |
| 5Y | +2,166.4% | -1.5% | +2,167.9% | +1,945.2% |
| 10Y | +6,034.5% | +239.8% | +5,794.7% | +3,679.4% |
| All | +6,034.5% | +236.2% | +5,798.3% | +3,679.4% |
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