+363.0%
NDAQ vs BBY
+252.7%
+110.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.6% | -1.3% |
| 7D | -5.6% | +0.6% | -6.1% | -5.7% |
| 30D | -4.4% | +9.4% | -13.7% | -6.6% |
| 3M | +5.9% | +19.3% | -13.5% | +1.2% |
| 6M | +7.7% | +47.9% | -40.2% | -2.8% |
| YTD | -5.2% | +39.6% | -44.7% | -13.5% |
| 1Y | -3.4% | +22.2% | -25.5% | -9.3% |
| 3Y | +85.6% | +45.0% | +40.6% | +61.2% |
| 5Y | +49.5% | +2.6% | +46.9% | +37.7% |
| All | +363.0% | +252.7% | +110.3% | +237.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling