+8,155.7%
USB vs BBY
+89,001.1%
-80,845.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.3% |
| 7D | -0.5% | +3.7% | -4.3% | -1.2% |
| 30D | +5.7% | +20.9% | -15.2% | +2.1% |
| 3M | -4.7% | +27.6% | -32.3% | -8.9% |
| 6M | +13.4% | +86.9% | -73.5% | +0.9% |
| YTD | +17.0% | +63.3% | -46.3% | +6.3% |
| 1Y | +32.4% | +42.6% | -10.2% | +23.1% |
| 3Y | +101.7% | +89.8% | +11.9% | +76.4% |
| 5Y | +24.4% | -0.1% | +24.5% | +19.5% |
| 10Y | +83.6% | +294.3% | -210.7% | +39.5% |
| All | +8,155.7% | +89,001.1% | -80,845.4% | +3,529.1% |
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 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