+19.8%
MA vs BBY
+41.6%
-21.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +1.3% | +4.5% | -3.2% | +0.7% |
| 30D | +9.6% | +16.8% | -7.2% | +7.8% |
| 3M | +16.8% | +23.2% | -6.4% | +14.2% |
| 6M | +35.2% | +91.9% | -56.7% | +26.1% |
| YTD | +16.6% | +61.6% | -45.1% | +11.9% |
| 1Y | +19.8% | +43.9% | -24.1% | +18.9% |
| All | +19.8% | +41.6% | -21.8% | +18.9% |
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 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