+3,759.0%
FIX vs BBY
+290.9%
+3,468.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.0% | +4.0% | +4.7% |
| 7D | +6.4% | +3.7% | +2.7% | +5.4% |
| 30D | -29.1% | +20.9% | -50.0% | -34.0% |
| 3M | -31.1% | +27.6% | -58.7% | -37.6% |
| 6M | -42.8% | +86.9% | -129.7% | -55.4% |
| YTD | +24.6% | +63.3% | -38.7% | +0.4% |
| 1Y | +21.9% | +42.6% | -20.6% | +3.5% |
| 3Y | +524.9% | +89.8% | +435.1% | +351.8% |
| 5Y | +1,092.2% | -0.1% | +1,092.3% | +973.7% |
| 10Y | +3,759.0% | +294.3% | +3,464.8% | +2,107.8% |
| All | +3,759.0% | +290.9% | +3,468.1% | +2,107.8% |
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 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