-0.3%
SPOT vs BBY
+33.0%
-33.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.0% | -3.4% | +2.6% |
| 7D | +16.6% | +4.5% | +12.0% | +15.0% |
| 30D | +29.9% | +16.0% | +14.0% | +25.4% |
| 3M | +31.3% | +18.6% | +12.6% | +25.7% |
| 6M | +43.2% | +80.1% | -36.8% | +26.4% |
| YTD | +8.1% | +57.4% | -49.3% | -2.1% |
| 1Y | -0.3% | +34.5% | -34.8% | -8.4% |
| All | -0.3% | +33.0% | -33.3% | -8.4% |
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