+11,890.6%
BBY vs RL
+1,366.2%
+10,524.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.0% | +1.1% | +2.3% |
| 7D | +9.5% | -0.8% | +10.3% | +9.8% |
| 30D | +6.8% | -7.8% | +14.6% | +10.2% |
| 3M | +28.9% | -4.0% | +32.8% | +30.3% |
| 6M | +37.8% | -1.9% | +39.7% | +36.3% |
| YTD | +38.7% | -0.2% | +38.9% | +36.0% |
| 1Y | +23.7% | +10.7% | +13.0% | +16.1% |
| 3Y | +39.1% | +210.8% | -171.7% | -16.9% |
| 5Y | -0.4% | +238.2% | -238.6% | -43.8% |
| 10Y | +234.0% | +313.4% | -79.4% | +56.2% |
| All | +11,890.6% | +1,366.2% | +10,524.4% | +2,151.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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