+1.3%
BBY vs RUN
-81.0%
+82.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.3% |
| 3M | +19.3% | -31.8% | +51.1% | +24.9% |
| 6M | +47.9% | -32.2% | +80.1% | +53.8% |
| YTD | +39.6% | -53.5% | +93.0% | +49.8% |
| 1Y | +22.2% | -46.5% | +68.7% | +27.7% |
| 3Y | +45.0% | -37.6% | +82.6% | +26.2% |
| All | +1.3% | -81.0% | +82.3% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling