-68.4%
XYZ vs BBY
+0.2%
-68.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | 0.0% |
| 7D | -3.7% | +1.2% | -4.9% | -4.5% |
| 30D | +0.5% | +6.8% | -6.3% | -4.0% |
| 3M | +16.3% | +18.7% | -2.5% | +3.4% |
| 6M | +21.1% | +37.3% | -16.1% | -3.3% |
| YTD | +22.0% | +35.3% | -13.3% | -2.7% |
| 1Y | +5.2% | +20.7% | -15.5% | -10.0% |
| 3Y | +49.6% | +39.4% | +10.1% | +1.1% |
| 5Y | -68.4% | -1.5% | -67.0% | -75.3% |
| All | -68.4% | +0.2% | -68.6% | -75.3% |
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