+52.4%
RSP vs BBY
+38.4%
+14.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.7% |
| 7D | -1.8% | +1.2% | -3.0% | -2.1% |
| 30D | -2.5% | +6.8% | -9.3% | -3.9% |
| 3M | +3.0% | +18.7% | -15.7% | -0.8% |
| 6M | +8.9% | +37.3% | -28.4% | +1.2% |
| YTD | +13.0% | +35.3% | -22.3% | +5.0% |
| 1Y | +16.2% | +20.7% | -4.4% | +10.7% |
| All | +52.4% | +38.4% | +14.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 3y: compounded portfolio wealth divided by compounded BBY 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…
3y analysis · Full analysis span regression · 6 months rolling