+246.5%
BBY vs RUN
+42.2%
+204.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.2% |
| 7D | +0.6% | -3.7% | +4.3% | +1.1% |
| 30D | +9.4% | -13.0% | +22.4% | +11.6% |
| 3M | +19.3% | -31.8% | +51.1% | +25.7% |
| 6M | +47.9% | -32.2% | +80.1% | +54.6% |
| YTD | +39.6% | -53.5% | +93.0% | +51.3% |
| 1Y | +22.2% | -46.5% | +68.7% | +28.3% |
| 3Y | +45.0% | -37.6% | +82.6% | +24.4% |
| 5Y | +2.6% | -80.9% | +83.4% | -0.7% |
| All | +246.5% | +42.2% | +204.4% | +115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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