+2,185.6%
FIX vs BBY
+0.9%
+2,184.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.6% |
| 7D | +6.1% | +8.1% | -2.1% | +3.9% |
| 30D | -2.7% | +8.9% | -11.6% | -5.1% |
| 3M | -10.9% | +22.0% | -33.0% | -16.3% |
| 6M | +29.0% | +37.8% | -8.8% | +15.8% |
| YTD | +76.9% | +37.3% | +39.6% | +57.7% |
| 1Y | +130.7% | +21.6% | +109.2% | +114.5% |
| 3Y | +790.7% | +41.5% | +749.2% | +650.5% |
| 5Y | +2,185.6% | +1.2% | +2,184.3% | +1,843.7% |
| All | +2,185.6% | +0.9% | +2,184.6% | +1,843.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling