-62.8%
W vs BBY
-1.6%
-61.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | +0.5% | +0.7% | -0.2% | -0.3% |
| 30D | -5.6% | +5.8% | -11.3% | -11.8% |
| 3M | +41.9% | +18.0% | +23.9% | +19.0% |
| 6M | +30.2% | +39.8% | -9.6% | -12.9% |
| YTD | -2.9% | +35.4% | -38.3% | -33.9% |
| 1Y | +11.6% | +21.4% | -9.8% | -15.2% |
| 3Y | +37.0% | +39.5% | -2.6% | -16.2% |
| 5Y | -62.8% | -0.5% | -62.3% | -71.4% |
| All | -62.8% | -1.6% | -61.2% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling