+2,417.1%
MSCI vs BBY
+248.6%
+2,168.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.5% | -1.2% |
| 7D | +0.4% | +9.5% | -9.1% | -2.4% |
| 30D | +0.6% | +6.8% | -6.3% | -1.7% |
| 3M | -7.1% | +28.9% | -35.9% | -14.3% |
| 6M | +0.8% | +37.8% | -37.0% | -9.5% |
| YTD | +1.0% | +38.7% | -37.8% | -10.0% |
| 1Y | +4.3% | +23.7% | -19.4% | -4.2% |
| 3Y | +9.9% | +39.1% | -29.2% | -6.4% |
| 5Y | -6.8% | -0.4% | -6.3% | -14.3% |
| 10Y | +614.7% | +234.0% | +380.6% | +329.0% |
| All | +2,417.1% | +248.6% | +2,168.5% | +1,319.1% |
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