+43.2%
TER vs BBY
+33.0%
+10.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +8.0% | -14.8% | -5.8% |
| 7D | -19.9% | +4.5% | -24.4% | -19.1% |
| 30D | -43.5% | +16.0% | -59.5% | -42.4% |
| 3M | -37.8% | +18.6% | -56.4% | -36.5% |
| 6M | -25.6% | +80.1% | -105.6% | -26.6% |
| YTD | +29.8% | +57.4% | -27.6% | +29.2% |
| 1Y | +43.2% | +34.5% | +8.7% | +54.0% |
| All | +43.2% | +33.0% | +10.2% | +54.0% |
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