+27.4%
BBY vs RVMD
+620.8%
-593.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.3% |
| 7D | +0.7% | -3.6% | +4.3% | +1.1% |
| 30D | +5.8% | -1.1% | +6.8% | +5.9% |
| 3M | +18.0% | +41.0% | -23.0% | +12.6% |
| 6M | +39.8% | +105.7% | -65.8% | +25.3% |
| YTD | +35.4% | +155.3% | -119.9% | +16.2% |
| 1Y | +21.4% | +402.7% | -381.3% | -6.5% |
| 3Y | +39.5% | +533.1% | -493.6% | -0.3% |
| 5Y | -0.5% | +583.5% | -584.0% | -34.0% |
| All | +27.4% | +620.8% | -593.4% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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