+49.6%
ON vs BBY
-1.6%
+51.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -4.7% | +0.7% | -5.4% | -5.1% |
| 30D | -13.5% | +5.8% | -19.3% | -16.5% |
| 3M | -36.3% | +18.0% | -54.3% | -42.3% |
| 6M | +17.8% | +39.8% | -22.1% | -5.2% |
| YTD | +29.6% | +35.4% | -5.8% | +5.3% |
| 1Y | +45.8% | +21.4% | +24.4% | +26.3% |
| 3Y | -28.3% | +39.5% | -67.9% | -46.6% |
| 5Y | +49.6% | -0.5% | +50.1% | +22.7% |
| All | +49.6% | -1.6% | +51.3% | +22.7% |
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