+246.5%
BBY vs RRX
+228.4%
+18.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.6% | +1.5% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | +9.4% | -6.1% | +15.5% | +12.3% |
| 3M | +19.3% | -23.1% | +42.4% | +30.4% |
| 6M | +47.9% | -19.5% | +67.4% | +54.0% |
| YTD | +39.6% | +16.1% | +23.5% | +19.3% |
| 1Y | +22.2% | +12.9% | +9.3% | +5.2% |
| 3Y | +45.0% | +7.9% | +37.0% | +20.1% |
| 5Y | +2.6% | +19.1% | -16.5% | -22.6% |
| All | +246.5% | +228.4% | +18.2% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling