+99.6%
STM vs BBY
+27.1%
+72.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.3% | +1.4% |
| 7D | +5.8% | +9.5% | -3.7% | +4.3% |
| 30D | -1.0% | +6.8% | -7.8% | -2.3% |
| 3M | -33.3% | +28.9% | -62.1% | -36.0% |
| 6M | +57.4% | +37.8% | +19.6% | +49.0% |
| YTD | +102.2% | +38.7% | +63.4% | +90.5% |
| 1Y | +99.6% | +23.7% | +75.9% | +93.6% |
| All | +99.6% | +27.1% | +72.5% | +93.6% |
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