+173.6%
PBYI vs SPY
+77.4%
+96.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | +5.4% | +0.1% | +5.3% | +5.3% |
| 30D | +19.5% | +0.1% | +19.5% | +19.5% |
| 3M | +36.2% | +2.0% | +34.2% | +33.7% |
| 6M | +49.2% | +13.0% | +36.2% | +34.5% |
| YTD | +60.5% | +13.5% | +47.0% | +44.1% |
| 1Y | +86.9% | +20.0% | +66.9% | +59.6% |
| All | +173.6% | +77.4% | +96.3% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling