-84.2%
OPEN vs BBY
+0.2%
-84.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.0% |
| 7D | -2.9% | +1.2% | -4.1% | -3.9% |
| 30D | -13.8% | +6.8% | -20.6% | -19.2% |
| 3M | -30.9% | +18.7% | -49.6% | -41.1% |
| 6M | -40.9% | +37.3% | -78.2% | -57.0% |
| YTD | -48.5% | +35.3% | -83.8% | -62.5% |
| 1Y | -50.9% | +20.7% | -71.6% | -60.1% |
| 3Y | -20.6% | +39.4% | -60.1% | -50.3% |
| 5Y | -84.2% | -1.5% | -82.7% | -85.5% |
| All | -84.2% | +0.2% | -84.4% | -85.5% |
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