+28.7%
SW vs BBY
+38.5%
-9.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.4% | +1.1% |
| 7D | +2.2% | +10.9% | -8.7% | -1.7% |
| 30D | +7.4% | +19.6% | -12.2% | +0.5% |
| 3M | -5.9% | +27.6% | -33.6% | -14.2% |
| 6M | +9.0% | +79.4% | -70.5% | -11.4% |
| YTD | +18.1% | +61.7% | -43.6% | +0.7% |
| 1Y | +28.7% | +40.3% | -11.6% | +19.7% |
| All | +28.7% | +38.5% | -9.8% | +19.7% |
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