+246.5%
BBY vs TRU
+147.2%
+99.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.7% |
| 7D | +0.6% | -2.7% | +3.3% | +1.8% |
| 30D | +9.4% | -2.0% | +11.4% | +9.9% |
| 3M | +19.3% | +18.4% | +0.9% | +9.6% |
| 6M | +47.9% | +8.9% | +39.1% | +40.1% |
| YTD | +39.6% | -8.9% | +48.5% | +41.4% |
| 1Y | +22.2% | -15.9% | +38.1% | +27.6% |
| 3Y | +45.0% | -1.1% | +46.1% | +33.4% |
| 5Y | +2.6% | -35.2% | +37.8% | +14.1% |
| All | +246.5% | +147.2% | +99.4% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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