+14,834.6%
MO vs BBY
+73,762.8%
-58,928.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | -1.0% | +0.7% | -1.7% | -1.1% |
| 30D | +5.8% | +5.8% | 0.0% | +5.4% |
| 3M | -4.5% | +18.0% | -22.5% | -5.6% |
| 6M | +5.7% | +39.8% | -34.1% | +3.1% |
| YTD | +23.1% | +35.4% | -12.3% | +20.2% |
| 1Y | +10.9% | +21.4% | -10.5% | +9.0% |
| 3Y | +96.1% | +39.5% | +56.6% | +89.1% |
| 5Y | +100.1% | -0.5% | +100.6% | +95.7% |
| 10Y | +114.0% | +240.0% | -126.1% | +92.7% |
| All | +14,834.6% | +73,762.8% | -58,928.2% | +8,359.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling