+1.3%
BBY vs PNR
-21.7%
+23.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.3% | +3.2% |
| 7D | +0.6% | -6.0% | +6.6% | +4.3% |
| 30D | +9.4% | -14.0% | +23.4% | +19.4% |
| 3M | +19.3% | -21.7% | +41.0% | +35.1% |
| 6M | +47.9% | -37.3% | +85.2% | +90.4% |
| YTD | +39.6% | -45.1% | +84.7% | +95.0% |
| 1Y | +22.2% | -49.1% | +71.3% | +80.1% |
| 3Y | +45.0% | -14.8% | +59.8% | +48.1% |
| All | +1.3% | -21.7% | +23.0% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 5y: compounded portfolio wealth divided by compounded PNR 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…
5y analysis · Full analysis span regression · 6 months rolling