+72,563.2%
BBY vs PTC
+6,346.6%
+66,216.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.0% | +9.2% | +4.6% |
| 7D | +9.5% | -10.3% | +19.8% | +12.1% |
| 30D | +6.8% | +1.1% | +5.7% | +6.1% |
| 3M | +28.9% | +1.6% | +27.2% | +27.1% |
| 6M | +37.8% | -13.5% | +51.3% | +40.6% |
| YTD | +38.7% | -19.1% | +57.8% | +43.6% |
| 1Y | +23.7% | -33.9% | +57.6% | +34.1% |
| 3Y | +39.1% | -3.9% | +43.0% | +37.6% |
| 5Y | -0.4% | +6.0% | -6.5% | -4.3% |
| 10Y | +234.0% | +223.7% | +10.3% | +146.2% |
| All | +72,563.2% | +6,346.6% | +66,216.5% | +15,850.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling