+5,062.7%
NI vs BBY
+73,762.8%
-68,700.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -0.6% | +0.7% | -1.3% | -0.6% |
| 30D | -1.4% | +5.8% | -7.2% | -1.9% |
| 3M | -10.6% | +18.0% | -28.6% | -11.8% |
| 6M | -9.9% | +39.8% | -49.7% | -12.5% |
| YTD | +1.2% | +35.4% | -34.2% | -1.6% |
| 1Y | +4.4% | +21.4% | -17.0% | +2.3% |
| 3Y | +68.6% | +39.5% | +29.1% | +61.8% |
| 5Y | +98.0% | -0.5% | +98.5% | +93.1% |
| 10Y | +143.6% | +240.0% | -96.4% | +114.4% |
| All | +5,062.7% | +73,762.8% | -68,700.1% | +3,310.0% |
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 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