+246.5%
BBY vs TRGP
+863.3%
-616.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.6% | +3.2% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +9.4% | +8.0% | +1.4% | +7.3% |
| 3M | +19.3% | +8.3% | +11.1% | +16.5% |
| 6M | +47.9% | +23.9% | +24.0% | +39.0% |
| YTD | +39.6% | +59.6% | -20.1% | +22.8% |
| 1Y | +22.2% | +79.4% | -57.2% | +4.1% |
| 3Y | +45.0% | +269.4% | -224.5% | +3.4% |
| 5Y | +2.6% | +641.6% | -639.1% | -38.3% |
| All | +246.5% | +863.3% | -616.7% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling