+14,015.0%
BBY vs RL
+1,549.7%
+12,465.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.6% |
| 7D | +3.7% | -4.4% | +8.1% | +5.6% |
| 30D | +20.9% | +5.6% | +15.3% | +18.3% |
| 3M | +27.6% | -0.6% | +28.2% | +27.8% |
| 6M | +86.9% | +15.5% | +71.4% | +73.8% |
| YTD | +63.3% | +12.3% | +51.0% | +52.4% |
| 1Y | +42.6% | +19.3% | +23.3% | +29.7% |
| 3Y | +89.8% | +255.5% | -165.7% | +7.3% |
| 5Y | -0.1% | +247.1% | -247.1% | -44.0% |
| 10Y | +294.3% | +346.0% | -51.8% | +78.7% |
| All | +14,015.0% | +1,549.7% | +12,465.3% | +2,422.5% |
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