-0.5%
BBY vs RVTY
-34.5%
+34.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.1% |
| 7D | +0.7% | -7.4% | +8.1% | +4.0% |
| 30D | +5.8% | +4.5% | +1.3% | +3.5% |
| 3M | +18.0% | +19.5% | -1.5% | +8.2% |
| 6M | +39.8% | +34.1% | +5.7% | +21.3% |
| YTD | +35.4% | +25.3% | +10.1% | +20.2% |
| 1Y | +21.4% | +47.0% | -25.6% | +0.1% |
| 3Y | +39.5% | +14.1% | +25.4% | +25.2% |
| 5Y | -0.5% | -34.6% | +34.1% | +4.3% |
| All | -0.5% | -34.5% | +34.0% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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