+181.6%
SE vs BBY
+38.5%
+143.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -4.8% | +0.7% | -5.5% | -4.9% |
| 30D | -18.1% | +5.8% | -23.9% | -18.9% |
| 3M | +30.6% | +18.0% | +12.6% | +27.2% |
| 6M | +20.8% | +39.8% | -19.1% | +13.7% |
| YTD | -15.6% | +35.4% | -51.0% | -20.2% |
| 1Y | -44.2% | +21.4% | -65.6% | -46.1% |
| All | +181.6% | +38.5% | +143.1% | +174.0% |
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