+27.4%
O vs BBY
+42.8%
-15.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | -0.4% |
| 7D | -2.9% | +0.6% | -3.4% | -2.9% |
| 30D | -4.5% | +9.4% | -13.9% | -5.3% |
| 3M | -2.6% | +19.3% | -22.0% | -4.3% |
| 6M | -5.6% | +47.9% | -53.5% | -9.1% |
| YTD | +9.3% | +39.6% | -30.3% | +5.6% |
| 1Y | +4.3% | +22.2% | -17.9% | +2.0% |
| 3Y | +27.4% | +45.0% | -17.5% | +15.1% |
| All | +27.4% | +42.8% | -15.3% | +15.1% |
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 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