+621.5%
PBR vs PR
+101.2%
+520.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +3.2% |
| 7D | +2.5% | -0.6% | +3.0% | +2.6% |
| 30D | +19.4% | +17.4% | +2.0% | +15.0% |
| 3M | +20.8% | +21.8% | -1.0% | +15.5% |
| 6M | +23.5% | +27.6% | -4.1% | +16.8% |
| YTD | +83.4% | +71.4% | +12.0% | +62.3% |
| 1Y | +77.6% | +78.3% | -0.8% | +55.4% |
| 3Y | +99.9% | +85.5% | +14.4% | +70.9% |
| 5Y | +567.7% | +422.7% | +145.1% | +338.7% |
| 10Y | +621.5% | +87.1% | +534.4% | +370.9% |
| All | +621.5% | +101.2% | +520.3% | +370.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling