+1,909.9%
BBY vs RSG
+1,999.8%
-89.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +0.7% | -1.8% | +2.5% | +1.3% |
| 30D | +5.8% | +2.8% | +3.0% | +4.8% |
| 3M | +18.0% | +4.3% | +13.7% | +16.1% |
| 6M | +39.8% | -0.5% | +40.4% | +39.4% |
| YTD | +35.4% | +5.2% | +30.2% | +32.2% |
| 1Y | +21.4% | -2.1% | +23.5% | +21.5% |
| 3Y | +39.5% | +56.5% | -17.0% | +16.8% |
| 5Y | -0.5% | +89.5% | -90.0% | -22.7% |
| 10Y | +240.0% | +424.8% | -184.7% | +89.5% |
| All | +1,909.9% | +1,999.8% | -89.9% | +628.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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