+69.5%
T vs BBY
+1.5%
+68.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +1.6% |
| 7D | +1.5% | +0.6% | +0.9% | +1.4% |
| 30D | +7.5% | +9.4% | -1.9% | +6.3% |
| 3M | +14.8% | +19.3% | -4.5% | +12.4% |
| 6M | -1.7% | +47.9% | -49.7% | -6.5% |
| YTD | +8.7% | +39.6% | -30.9% | +4.0% |
| 1Y | -7.5% | +22.2% | -29.6% | -10.2% |
| 3Y | +110.2% | +45.0% | +65.3% | +93.9% |
| All | +69.5% | +1.5% | +68.0% | +56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling