+2,785.5%
MSCI vs BBY
+306.2%
+2,479.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.2% |
| 7D | +2.7% | +10.9% | -8.2% | -0.5% |
| 30D | +16.2% | +19.6% | -3.4% | +10.0% |
| 3M | +17.1% | +27.6% | -10.5% | +8.2% |
| 6M | +13.0% | +79.4% | -66.4% | -6.4% |
| YTD | +15.8% | +61.7% | -45.9% | -1.8% |
| 1Y | +15.5% | +40.3% | -24.8% | +2.1% |
| 3Y | +32.3% | +87.9% | -55.6% | +2.5% |
| 5Y | +8.2% | +0.2% | +8.0% | -0.8% |
| 10Y | +800.7% | +274.5% | +526.2% | +420.7% |
| All | +2,785.5% | +306.2% | +2,479.2% | +1,448.4% |
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