+1,537.1%
SOXX vs BBY
+252.7%
+1,284.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +0.7% |
| 7D | +1.4% | +0.6% | +0.8% | +1.1% |
| 30D | -3.6% | +9.4% | -13.0% | -7.3% |
| 3M | -10.2% | +19.3% | -29.5% | -17.0% |
| 6M | +54.2% | +47.9% | +6.3% | +29.2% |
| YTD | +75.2% | +39.6% | +35.6% | +49.0% |
| 1Y | +107.5% | +22.2% | +85.3% | +85.9% |
| 3Y | +226.8% | +45.0% | +181.8% | +160.9% |
| 5Y | +251.2% | +2.6% | +248.7% | +212.8% |
| All | +1,537.1% | +252.7% | +1,284.4% | +981.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling