+10.5%
MO vs BBY
+27.1%
-16.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.1% | -0.9% |
| 7D | +0.3% | +9.5% | -9.2% | +0.3% |
| 30D | +0.6% | +6.8% | -6.2% | +0.6% |
| 3M | -1.0% | +28.9% | -29.8% | 0.0% |
| 6M | +4.3% | +37.8% | -33.5% | +5.7% |
| YTD | +23.3% | +38.7% | -15.5% | +24.9% |
| 1Y | +10.5% | +23.7% | -13.2% | +12.3% |
| All | +10.5% | +27.1% | -16.6% | +12.3% |
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