+3,297.7%
V vs BBY
+354.3%
+2,943.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.4% | -0.8% |
| 7D | -0.4% | +4.0% | -4.4% | -1.4% |
| 30D | +6.3% | +17.6% | -11.2% | +2.0% |
| 3M | +17.2% | +25.9% | -8.7% | +10.2% |
| 6M | +29.2% | +85.1% | -55.9% | +9.7% |
| YTD | +20.8% | +60.6% | -39.8% | +5.6% |
| 1Y | +25.0% | +40.2% | -15.2% | +13.0% |
| 3Y | +75.3% | +86.6% | -11.3% | +41.9% |
| 5Y | +105.8% | -3.7% | +109.5% | +92.3% |
| 10Y | +451.9% | +287.7% | +164.2% | +241.1% |
| All | +3,297.7% | +354.3% | +2,943.5% | +1,629.5% |
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