+312.6%
BBY vs RUN
-32.6%
+345.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.1% | -0.8% |
| 7D | +1.2% | -1.8% | +3.0% | +1.4% |
| 30D | +6.8% | -10.8% | +17.6% | +8.4% |
| 3M | +18.7% | -30.2% | +48.9% | +24.2% |
| 6M | +37.3% | -22.3% | +59.6% | +40.3% |
| YTD | +35.3% | -52.2% | +87.5% | +45.3% |
| 1Y | +20.7% | -45.1% | +65.8% | +26.0% |
| 3Y | +39.4% | -37.1% | +76.5% | +21.7% |
| 5Y | -1.5% | -80.3% | +78.8% | -4.8% |
| 10Y | +239.8% | +45.2% | +194.6% | +133.9% |
| All | +312.6% | -32.6% | +345.2% | +190.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling