+23.7%
BBY vs PTC
-33.3%
+56.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.0% | +9.2% | +3.7% |
| 7D | +9.5% | -10.3% | +19.8% | +10.7% |
| 30D | +6.8% | +1.1% | +5.7% | +6.1% |
| 3M | +28.9% | +1.6% | +27.2% | +28.1% |
| 6M | +37.8% | -13.5% | +51.3% | +46.6% |
| YTD | +38.7% | -19.1% | +57.8% | +52.8% |
| 1Y | +23.7% | -33.9% | +57.6% | +54.5% |
| All | +23.7% | -33.3% | +56.9% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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