+632.4%
GEV vs BBY
+26.3%
+606.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.1% | +0.5% | +3.2% |
| 7D | +1.6% | +0.6% | +1.0% | +1.5% |
| 30D | -7.9% | +9.4% | -17.3% | -9.2% |
| 3M | +5.6% | +19.3% | -13.7% | +2.2% |
| 6M | +13.1% | +47.9% | -34.9% | +4.1% |
| YTD | +46.7% | +39.6% | +7.2% | +36.3% |
| 1Y | +51.3% | +22.2% | +29.1% | +46.0% |
| All | +632.4% | +26.3% | +606.2% | +592.9% |
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