+2,580.5%
UL vs BBY
+73,712.5%
-71,132.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.5% |
| 7D | -3.2% | +1.2% | -4.4% | -3.3% |
| 30D | -0.6% | +6.8% | -7.4% | -1.1% |
| 3M | +9.4% | +18.7% | -9.3% | +7.9% |
| 6M | -4.1% | +37.3% | -41.4% | -6.7% |
| YTD | -2.0% | +35.3% | -37.3% | -4.6% |
| 1Y | -9.0% | +20.7% | -29.6% | -10.7% |
| 3Y | +21.8% | +39.4% | -17.6% | +16.8% |
| 5Y | +20.6% | -1.5% | +22.1% | +17.7% |
| 10Y | +67.7% | +239.8% | -172.1% | +46.5% |
| All | +2,580.5% | +73,712.5% | -71,132.0% | +1,457.4% |
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