+8,026.5%
USB vs BBY
+84,120.7%
-76,094.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.8% |
| 7D | -1.5% | -1.0% | -0.5% | -1.3% |
| 30D | +4.3% | +17.1% | -12.9% | +1.3% |
| 3M | -6.1% | +18.9% | -24.9% | -9.1% |
| 6M | +9.4% | +77.7% | -68.3% | -1.8% |
| YTD | +15.2% | +54.4% | -39.2% | +5.7% |
| 1Y | +32.8% | +29.4% | +3.3% | +25.6% |
| 3Y | +91.3% | +71.2% | +20.1% | +70.3% |
| 5Y | +22.7% | -2.7% | +25.4% | +18.4% |
| 10Y | +97.0% | +274.3% | -177.3% | +51.1% |
| All | +8,026.5% | +84,120.7% | -76,094.2% | +3,508.5% |
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