+5,367.1%
O vs BBY
+3,791.0%
+1,576.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | -0.2% |
| 7D | -0.6% | +8.1% | -8.7% | -1.7% |
| 30D | -2.0% | +8.9% | -10.9% | -3.2% |
| 3M | +3.0% | +22.0% | -19.0% | -0.1% |
| 6M | -3.6% | +37.8% | -41.5% | -8.5% |
| YTD | +12.1% | +37.3% | -25.2% | +6.2% |
| 1Y | +8.9% | +21.6% | -12.7% | +4.8% |
| 3Y | +30.3% | +41.5% | -11.2% | +20.3% |
| 5Y | +13.7% | +1.2% | +12.5% | +8.3% |
| 10Y | +50.3% | +237.8% | -187.5% | +18.4% |
| All | +5,367.1% | +3,791.0% | +1,576.1% | +3,491.4% |
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