+24.2%
FIX vs BBY
+41.6%
-17.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.3% |
| 7D | +9.4% | +4.5% | +5.0% | +10.4% |
| 30D | -27.8% | +16.8% | -44.6% | -24.7% |
| 3M | -35.6% | +23.2% | -58.8% | -32.2% |
| 6M | -45.2% | +91.9% | -137.2% | -39.3% |
| YTD | +19.5% | +61.6% | -42.2% | +28.5% |
| 1Y | +24.2% | +43.9% | -19.6% | +42.5% |
| All | +24.2% | +41.6% | -17.4% | +42.5% |
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