+797.8%
PH vs BBY
+252.7%
+545.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +0.5% |
| 7D | -1.3% | +0.6% | -1.9% | -1.5% |
| 30D | -11.0% | +9.4% | -20.4% | -14.2% |
| 3M | +5.5% | +19.3% | -13.8% | -2.3% |
| 6M | +1.5% | +47.9% | -46.4% | -14.8% |
| YTD | +8.8% | +39.6% | -30.8% | -7.1% |
| 1Y | +24.5% | +22.2% | +2.3% | +11.5% |
| 3Y | +141.2% | +45.0% | +96.2% | +92.3% |
| 5Y | +256.3% | +2.6% | +253.7% | +216.0% |
| All | +797.8% | +252.7% | +545.1% | +463.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling