+589.4%
SE vs BBY
+124.5%
+464.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.1% | -2.3% |
| 7D | -6.1% | +9.5% | -15.6% | -9.9% |
| 30D | -2.5% | +6.8% | -9.3% | -5.7% |
| 3M | +21.7% | +28.9% | -7.1% | +7.6% |
| 6M | +27.0% | +37.8% | -10.8% | +6.8% |
| YTD | -12.1% | +38.7% | -50.9% | -27.2% |
| 1Y | -40.9% | +23.7% | -64.6% | -48.7% |
| 3Y | +191.0% | +39.1% | +151.9% | +116.4% |
| 5Y | -68.3% | -0.4% | -67.9% | -72.2% |
| All | +589.4% | +124.5% | +464.8% | +256.8% |
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