+251.0%
SPOT vs BBY
+74.3%
+176.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.6% |
| 7D | -6.5% | +1.2% | -7.7% | -6.9% |
| 30D | +2.2% | +6.8% | -4.6% | +0.1% |
| 3M | +5.4% | +18.7% | -13.3% | -0.2% |
| 6M | -4.0% | +37.3% | -41.3% | -13.7% |
| YTD | -9.9% | +35.3% | -45.2% | -19.0% |
| 1Y | -27.3% | +20.7% | -47.9% | -32.6% |
| 3Y | +236.4% | +39.4% | +197.0% | +180.7% |
| 5Y | +112.6% | -1.5% | +114.1% | +93.8% |
| All | +251.0% | +74.3% | +176.7% | +152.2% |
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