+25.1%
XYZ vs BBY
+40.1%
-15.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.4% | -3.3% |
| 7D | -2.1% | +4.0% | -6.2% | -3.8% |
| 30D | +7.0% | +17.6% | -10.5% | +0.5% |
| 3M | +5.1% | +25.9% | -20.8% | -4.2% |
| 6M | +14.1% | +85.1% | -71.1% | -9.8% |
| YTD | +26.4% | +60.6% | -34.2% | +4.0% |
| 1Y | +25.1% | +40.2% | -15.1% | +13.1% |
| All | +25.1% | +40.1% | -15.1% | +13.1% |
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 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