+70,760.1%
BBY vs RJF
+49,058.3%
+21,701.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.2% |
| 7D | +1.2% | -0.3% | +1.5% | +1.3% |
| 30D | +6.8% | -2.0% | +8.8% | +7.6% |
| 3M | +18.7% | +16.3% | +2.4% | +11.7% |
| 6M | +37.3% | +16.9% | +20.4% | +28.3% |
| YTD | +35.3% | +10.4% | +24.9% | +28.8% |
| 1Y | +20.7% | +7.4% | +13.3% | +15.8% |
| 3Y | +39.4% | +72.2% | -32.8% | +10.5% |
| 5Y | -1.5% | +105.1% | -106.6% | -28.0% |
| 10Y | +239.8% | +430.9% | -191.1% | +67.1% |
| All | +70,760.1% | +49,058.3% | +21,701.8% | +6,077.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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