+87.8%
BJRI price history and return analytics
+19.6%
+68.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.3% |
| 7D | +1.5% | -1.1% | +2.6% | +2.5% |
| 30D | -12.8% | -1.0% | -11.8% | -12.1% |
| 3M | +17.3% | +3.2% | +14.1% | +13.3% |
| 6M | +72.1% | +12.5% | +59.6% | +50.3% |
| YTD | +54.3% | +14.1% | +40.2% | +31.9% |
| 1Y | +87.8% | +18.9% | +68.9% | +47.7% |
| All | +87.8% | +19.6% | +68.2% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling