+70,808.4%
BBY vs RRX
+3,748.6%
+67,059.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.8% |
| 7D | +0.7% | -3.7% | +4.4% | +2.0% |
| 30D | +5.8% | -9.3% | +15.1% | +9.4% |
| 3M | +18.0% | -21.8% | +39.8% | +26.4% |
| 6M | +39.8% | -22.0% | +61.9% | +46.9% |
| YTD | +35.4% | +11.9% | +23.5% | +23.1% |
| 1Y | +21.4% | +11.6% | +9.8% | +10.1% |
| 3Y | +39.5% | +2.2% | +37.4% | +25.9% |
| 5Y | -0.5% | +14.9% | -15.4% | -15.4% |
| 10Y | +240.0% | +214.2% | +25.8% | +100.0% |
| All | +70,808.4% | +3,748.6% | +67,059.8% | +19,269.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling