-85.6%
SMR vs BBY
+33.0%
-118.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.0% | -12.4% | -6.3% |
| 7D | -9.5% | +4.5% | -14.1% | -10.5% |
| 30D | -33.2% | +16.0% | -49.2% | -35.7% |
| 3M | -45.9% | +18.6% | -64.6% | -48.5% |
| 6M | -57.9% | +80.1% | -137.9% | -66.9% |
| YTD | -63.8% | +57.4% | -121.2% | -69.7% |
| 1Y | -85.6% | +34.5% | -120.1% | -86.8% |
| All | -85.6% | +33.0% | -118.6% | -86.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling