-0.9%
SO vs BBY
+27.1%
-28.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.2% | -3.9% | -0.8% |
| 7D | -0.2% | +9.5% | -9.7% | -0.3% |
| 30D | -4.6% | +6.8% | -11.4% | -4.6% |
| 3M | -3.0% | +28.9% | -31.9% | -2.9% |
| 6M | -8.3% | +37.8% | -46.1% | -8.2% |
| YTD | +3.5% | +38.7% | -35.2% | +4.0% |
| 1Y | -0.9% | +23.7% | -24.6% | -0.9% |
| All | -0.9% | +27.1% | -28.0% | -0.9% |
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