+3.7%
U vs BBY
+27.1%
-23.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.2% | -4.2% | -2.0% |
| 7D | -3.8% | +9.5% | -13.3% | -6.7% |
| 30D | +17.5% | +6.8% | +10.6% | +14.5% |
| 3M | +38.7% | +28.9% | +9.9% | +25.6% |
| 6M | +104.4% | +37.8% | +66.6% | +79.4% |
| YTD | -5.7% | +38.7% | -44.4% | -18.6% |
| 1Y | +3.7% | +23.7% | -20.0% | -7.1% |
| All | +3.7% | +27.1% | -23.4% | -7.1% |
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