+228.2%
TER vs BBY
+0.2%
+228.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.8% |
| 7D | +12.4% | +1.2% | +11.2% | +11.8% |
| 30D | +5.1% | +6.8% | -1.7% | +1.5% |
| 3M | +4.0% | +18.7% | -14.8% | -5.3% |
| 6M | +29.5% | +37.3% | -7.8% | +8.3% |
| YTD | +98.5% | +35.3% | +63.2% | +65.1% |
| 1Y | +234.1% | +20.7% | +213.4% | +194.5% |
| 3Y | +289.0% | +39.4% | +249.6% | +201.4% |
| 5Y | +228.2% | -1.5% | +229.6% | +166.9% |
| All | +228.2% | +0.2% | +228.0% | +166.9% |
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