+72.9%
PBR vs BBY
+33.0%
+39.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.0% | -15.0% | -6.0% |
| 7D | -11.0% | +4.5% | -15.5% | -10.3% |
| 30D | -18.8% | +16.0% | -34.8% | -17.1% |
| 3M | +7.8% | +18.6% | -10.8% | +10.4% |
| 6M | -7.6% | +80.1% | -87.6% | -1.1% |
| YTD | +72.7% | +57.4% | +15.2% | +83.1% |
| 1Y | +72.9% | +34.5% | +38.4% | +82.1% |
| All | +72.9% | +33.0% | +39.9% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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