+1.1%
UL vs BBY
+33.0%
-31.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +8.0% | -4.7% | +2.1% |
| 7D | +4.7% | +4.5% | +0.1% | +3.9% |
| 30D | +11.6% | +16.0% | -4.4% | +9.3% |
| 3M | +5.3% | +18.6% | -13.3% | +2.9% |
| 6M | +16.0% | +80.1% | -64.0% | +10.0% |
| YTD | +5.0% | +57.4% | -52.5% | +0.9% |
| 1Y | +1.1% | +34.5% | -33.4% | +2.3% |
| All | +1.1% | +33.0% | -31.9% | +2.3% |
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