+66.3%
MA vs BBY
+0.2%
+66.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.3% |
| 7D | -3.5% | +1.2% | -4.7% | -3.8% |
| 30D | +0.8% | +6.8% | -6.0% | -0.8% |
| 3M | +14.8% | +18.7% | -4.0% | +10.2% |
| 6M | +10.0% | +37.3% | -27.3% | +1.6% |
| YTD | -0.1% | +35.3% | -35.4% | -7.6% |
| 1Y | -2.2% | +20.7% | -22.9% | -7.4% |
| 3Y | +39.3% | +39.4% | -0.2% | +22.5% |
| 5Y | +66.3% | -1.5% | +67.8% | +43.8% |
| All | +66.3% | +0.2% | +66.1% | +43.8% |
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 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