+2,281.8%
NDAQ vs BBY
+585.5%
+1,696.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.6% |
| 7D | -2.6% | +8.1% | -10.7% | -4.8% |
| 30D | +0.5% | +8.9% | -8.5% | -2.2% |
| 3M | +9.9% | +22.0% | -12.1% | +3.5% |
| 6M | +8.2% | +37.8% | -29.6% | -2.3% |
| YTD | -1.5% | +37.3% | -38.8% | -11.3% |
| 1Y | +1.3% | +21.6% | -20.2% | -6.0% |
| 3Y | +92.6% | +41.5% | +51.1% | +64.8% |
| 5Y | +53.8% | +1.2% | +52.6% | +40.4% |
| 10Y | +376.0% | +237.8% | +138.2% | +179.8% |
| All | +2,281.8% | +585.5% | +1,696.2% | +966.8% |
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 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