+199.8%
TER vs BBY
+27.1%
+172.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.2% | +2.3% | +5.2% |
| 7D | +0.6% | +9.5% | -8.9% | -0.1% |
| 30D | -8.3% | +6.8% | -15.1% | -9.0% |
| 3M | -12.2% | +28.9% | -41.1% | -16.1% |
| 6M | +17.0% | +37.8% | -20.8% | +9.7% |
| YTD | +84.6% | +38.7% | +45.9% | +72.4% |
| 1Y | +199.8% | +23.7% | +176.1% | +201.6% |
| All | +199.8% | +27.1% | +172.7% | +201.6% |
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