+29.2%
TPR vs BBY
+40.1%
-10.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.1% | -0.1% |
| 7D | -1.1% | +4.0% | -5.2% | -2.2% |
| 30D | +15.1% | +17.6% | -2.5% | +10.1% |
| 3M | -13.4% | +25.9% | -39.3% | -18.8% |
| 6M | +1.4% | +85.1% | -83.8% | -15.7% |
| YTD | +4.8% | +60.6% | -55.8% | -8.9% |
| 1Y | +29.2% | +40.2% | -11.0% | +19.7% |
| All | +29.2% | +40.1% | -10.9% | +19.7% |
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