+196.7%
W vs BBY
+399.6%
-202.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | -0.1% |
| 7D | +0.2% | +4.5% | -4.3% | -3.1% |
| 30D | +6.8% | +16.8% | -10.0% | -5.0% |
| 3M | +10.7% | +23.2% | -12.5% | -6.3% |
| 6M | +86.3% | +91.9% | -5.6% | +10.8% |
| YTD | +11.5% | +61.6% | -50.2% | -25.8% |
| 1Y | +5.1% | +43.9% | -38.8% | -23.3% |
| 3Y | +171.0% | +88.6% | +82.3% | +64.2% |
| 5Y | -56.6% | -3.1% | -53.5% | -56.9% |
| 10Y | +213.4% | +290.2% | -76.8% | +71.6% |
| All | +196.7% | +399.6% | -202.9% | +53.7% |
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 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