+3,973.2%
PG vs BBY
+76,035.1%
-72,061.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +1.4% |
| 7D | -0.8% | +0.6% | -1.4% | -0.8% |
| 30D | +0.8% | +9.4% | -8.6% | +0.1% |
| 3M | -1.3% | +19.3% | -20.7% | -2.7% |
| 6M | -3.8% | +47.9% | -51.7% | -6.9% |
| YTD | +3.6% | +39.6% | -35.9% | +0.6% |
| 1Y | -5.7% | +22.2% | -27.9% | -7.6% |
| 3Y | +1.6% | +45.0% | -43.4% | -2.8% |
| 5Y | +14.6% | +2.6% | +12.0% | +11.6% |
| 10Y | +121.2% | +250.5% | -129.3% | +94.2% |
| All | +3,973.2% | +76,035.1% | -72,061.9% | +2,363.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling