+1,127.7%
RSP vs BBY
+629.6%
+498.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.2% | -3.7% | -1.4% |
| 7D | -0.8% | +9.5% | -10.3% | -3.4% |
| 30D | -0.3% | +6.8% | -7.2% | -2.4% |
| 3M | +4.3% | +28.9% | -24.6% | -3.4% |
| 6M | +8.8% | +37.8% | -29.0% | -1.9% |
| YTD | +15.3% | +38.7% | -23.5% | +3.3% |
| 1Y | +18.3% | +23.7% | -5.4% | +9.1% |
| 3Y | +52.8% | +39.1% | +13.7% | +31.7% |
| 5Y | +51.7% | -0.4% | +52.1% | +39.8% |
| 10Y | +208.5% | +234.0% | -25.5% | +88.9% |
| All | +1,127.7% | +629.6% | +498.1% | +366.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling