+2.6%
NOW vs BBY
+0.9%
+1.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.0% | -3.9% | -4.6% |
| 7D | -6.1% | +8.1% | -14.2% | -8.7% |
| 30D | +7.5% | +8.9% | -1.5% | +3.7% |
| 3M | +17.5% | +22.0% | -4.5% | +8.6% |
| 6M | +7.9% | +37.8% | -29.9% | -4.7% |
| YTD | -12.4% | +37.3% | -49.7% | -23.0% |
| 1Y | -28.6% | +21.6% | -50.1% | -34.7% |
| 3Y | +11.8% | +41.5% | -29.7% | -11.2% |
| 5Y | +2.6% | +1.2% | +1.4% | -7.1% |
| All | +2.6% | +0.9% | +1.7% | -7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling