+703.5%
PH vs BB
+28.0%
+675.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | +2.1% | +11.6% | -9.5% | +0.5% |
| 30D | +0.3% | +2.6% | -2.3% | -0.4% |
| 3M | -8.8% | +3.5% | -12.3% | -9.9% |
| 6M | +10.0% | +43.5% | -33.4% | +2.0% |
| YTD | +10.5% | +141.2% | -130.7% | -5.9% |
| 1Y | +15.5% | +97.4% | -81.9% | +1.1% |
| 3Y | +136.4% | +151.1% | -14.7% | +91.4% |
| 5Y | +213.6% | -12.8% | +226.4% | +185.2% |
| All | +703.5% | +28.0% | +675.5% | +428.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling