+45.0%
BBY vs RRX
+5.4%
+39.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.6% | +2.0% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | +9.4% | -6.1% | +15.5% | +11.4% |
| 3M | +19.3% | -23.1% | +42.4% | +26.9% |
| 6M | +47.9% | -19.5% | +67.4% | +52.0% |
| YTD | +39.6% | +16.1% | +23.5% | +21.7% |
| 1Y | +22.2% | +12.9% | +9.3% | +7.2% |
| 3Y | +45.0% | +7.9% | +37.0% | +23.9% |
| All | +45.0% | +5.4% | +39.6% | +23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling