+183.3%
SW vs BBY
+308.8%
-125.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.7% | -6.4% | -1.1% |
| 7D | +1.8% | +10.5% | -8.7% | -0.3% |
| 30D | +7.0% | +22.1% | -15.1% | +2.7% |
| 3M | -7.6% | +31.0% | -38.6% | -12.7% |
| 6M | +8.5% | +83.2% | -74.7% | -4.0% |
| YTD | +17.7% | +65.1% | -47.4% | +6.0% |
| 1Y | +27.1% | +41.6% | -14.6% | +17.7% |
| 3Y | +48.2% | +95.6% | -47.4% | +29.9% |
| 5Y | -2.3% | +1.0% | -3.3% | -8.5% |
| 10Y | +183.3% | +296.9% | -113.6% | +139.5% |
| All | +183.3% | +308.8% | -125.5% | +139.5% |
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