+14,784.7%
TER vs BBY
+74,802.5%
-60,017.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.3% | +4.5% |
| 7D | +11.0% | +8.1% | +2.8% | +8.4% |
| 30D | -1.9% | +8.9% | -10.8% | -4.6% |
| 3M | -0.7% | +22.0% | -22.7% | -7.1% |
| 6M | +36.4% | +37.8% | -1.5% | +22.0% |
| YTD | +92.4% | +37.3% | +55.1% | +71.2% |
| 1Y | +213.5% | +21.6% | +192.0% | +189.2% |
| 3Y | +277.2% | +41.5% | +235.7% | +229.0% |
| 5Y | +219.1% | +1.2% | +217.9% | +203.0% |
| 10Y | +1,744.2% | +237.8% | +1,506.5% | +1,111.6% |
| All | +14,784.7% | +74,802.5% | -60,017.8% | +3,281.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling