+5,985.7%
BBY vs RY
+11,573.6%
-5,588.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.9% | +3.6% |
| 7D | +9.5% | +3.1% | +6.4% | +7.5% |
| 30D | +6.8% | -0.3% | +7.2% | +6.9% |
| 3M | +28.9% | +8.7% | +20.2% | +22.2% |
| 6M | +37.8% | +28.5% | +9.3% | +17.9% |
| YTD | +38.7% | +25.1% | +13.6% | +20.3% |
| 1Y | +23.7% | +46.3% | -22.6% | -2.5% |
| 3Y | +39.1% | +154.9% | -115.8% | -21.2% |
| 5Y | -0.4% | +140.3% | -140.7% | -41.7% |
| 10Y | +234.0% | +377.0% | -143.0% | +33.3% |
| All | +5,985.7% | +11,573.6% | -5,588.0% | +405.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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