+67.9%
NI vs BBY
+42.8%
+25.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | -0.3% |
| 7D | 0.0% | +0.6% | -0.5% | 0.0% |
| 30D | -1.4% | +9.4% | -10.8% | -2.1% |
| 3M | -10.6% | +19.3% | -29.9% | -11.9% |
| 6M | -9.3% | +47.9% | -57.2% | -12.4% |
| YTD | +1.1% | +39.6% | -38.4% | -1.9% |
| 1Y | +3.4% | +22.2% | -18.8% | +1.5% |
| 3Y | +67.9% | +45.0% | +22.9% | +56.0% |
| All | +67.9% | +42.8% | +25.1% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling