+86.2%
SU vs BBY
+33.0%
+53.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.0% | -12.5% | -3.5% |
| 7D | -7.1% | +4.5% | -11.6% | -6.4% |
| 30D | +4.8% | +16.0% | -11.2% | +6.7% |
| 3M | +12.5% | +18.6% | -6.1% | +14.8% |
| 6M | +6.5% | +80.1% | -73.6% | +15.2% |
| YTD | +65.8% | +57.4% | +8.4% | +78.2% |
| 1Y | +86.2% | +34.5% | +51.6% | +101.8% |
| All | +86.2% | +33.0% | +53.2% | +101.8% |
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