-1.5%
BBY vs PTC
-0.9%
-0.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.3% | +1.8% | -0.2% |
| 7D | +1.2% | -13.6% | +14.8% | +6.6% |
| 30D | +6.8% | -14.7% | +21.4% | +12.7% |
| 3M | +18.7% | -5.9% | +24.6% | +19.1% |
| 6M | +37.3% | -21.1% | +58.4% | +48.3% |
| YTD | +35.3% | -26.0% | +61.3% | +50.1% |
| 1Y | +20.7% | -36.8% | +57.5% | +44.1% |
| 3Y | +39.4% | -10.3% | +49.7% | +35.5% |
| 5Y | -1.5% | +1.2% | -2.7% | -14.7% |
| All | -1.5% | -0.9% | -0.5% | -14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling