+24.3%
W vs BBY
+33.0%
-8.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +8.0% | +3.0% | +6.7% |
| 7D | +8.4% | +4.5% | +3.8% | +5.9% |
| 30D | +16.5% | +16.0% | +0.5% | +7.9% |
| 3M | +6.4% | +18.6% | -12.2% | -2.5% |
| 6M | +90.5% | +80.1% | +10.5% | +44.0% |
| YTD | +23.1% | +57.4% | -34.4% | -1.9% |
| 1Y | +24.3% | +34.5% | -10.2% | +20.7% |
| All | +24.3% | +33.0% | -8.7% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling