+23.7%
BBY vs PBF
+176.4%
-152.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.3% | +4.5% | +3.2% |
| 7D | +9.5% | +4.3% | +5.2% | +9.4% |
| 30D | +6.8% | +22.0% | -15.2% | +6.5% |
| 3M | +28.9% | +74.5% | -45.6% | +27.9% |
| 6M | +37.8% | +67.7% | -29.9% | +36.4% |
| YTD | +38.7% | +179.2% | -140.4% | +32.4% |
| 1Y | +23.7% | +170.0% | -146.3% | +15.8% |
| All | +23.7% | +176.4% | -152.7% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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