+10.9%
PBHC vs SPY
+19.4%
-8.5%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.8% | +3.3% |
| 7D | +4.7% | +0.5% | +4.1% | +4.6% |
| 30D | -1.2% | -0.9% | -0.3% | -1.1% |
| 3M | +15.9% | +3.9% | +12.0% | +14.7% |
| 6M | +21.9% | +14.5% | +7.3% | +17.0% |
| YTD | +17.9% | +12.9% | +5.0% | +13.9% |
| 1Y | +10.9% | +19.4% | -8.4% | +12.5% |
| All | +10.9% | +19.4% | -8.5% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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