+8,438.8%
USB vs BBY
+75,590.7%
-67,151.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.4% | -0.8% |
| 7D | +1.4% | +9.5% | -8.1% | -0.2% |
| 30D | -1.3% | +6.8% | -8.1% | -2.6% |
| 3M | +15.2% | +28.9% | -13.6% | +10.0% |
| 6M | +18.8% | +37.8% | -19.0% | +11.6% |
| YTD | +21.0% | +38.7% | -17.7% | +13.4% |
| 1Y | +34.0% | +23.7% | +10.3% | +27.8% |
| 3Y | +95.3% | +39.1% | +56.2% | +80.6% |
| 5Y | +40.4% | -0.4% | +40.8% | +35.3% |
| 10Y | +107.3% | +234.0% | -126.7% | +62.4% |
| All | +8,438.8% | +75,590.7% | -67,151.9% | +3,769.2% |
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