+41.5%
BBY vs PTC
-8.0%
+49.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.5% | +4.5% | +0.6% |
| 7D | +8.1% | -12.8% | +20.9% | +12.3% |
| 30D | +8.9% | -9.8% | +18.7% | +11.7% |
| 3M | +22.0% | -2.1% | +24.1% | +20.9% |
| 6M | +37.8% | -18.1% | +55.9% | +46.8% |
| YTD | +37.3% | -23.5% | +60.8% | +50.4% |
| 1Y | +21.6% | -37.4% | +58.9% | +45.8% |
| 3Y | +41.5% | -7.2% | +48.7% | +31.7% |
| All | +41.5% | -8.0% | +49.5% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling