+24.5%
PH vs BBY
+24.8%
-0.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +1.6% |
| 7D | -1.3% | +0.6% | -1.9% | -1.3% |
| 30D | -11.0% | +9.4% | -20.4% | -11.2% |
| 3M | +5.5% | +19.3% | -13.8% | +4.4% |
| 6M | +1.5% | +47.9% | -46.4% | -1.4% |
| YTD | +8.8% | +39.6% | -30.8% | +6.8% |
| 1Y | +24.5% | +22.2% | +2.3% | +25.2% |
| All | +24.5% | +24.8% | -0.3% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling