+16.9%
TPR vs BBY
+27.1%
-10.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -1.3% |
| 7D | -2.7% | +9.5% | -12.2% | -5.4% |
| 30D | -23.3% | +6.8% | -30.1% | -25.0% |
| 3M | -12.8% | +28.9% | -41.7% | -20.3% |
| 6M | -21.7% | +37.8% | -59.5% | -30.3% |
| YTD | -3.9% | +38.7% | -42.6% | -14.9% |
| 1Y | +16.9% | +23.7% | -6.8% | +9.3% |
| All | +16.9% | +27.1% | -10.2% | +9.3% |
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