+209.7%
PH vs BBY
-3.9%
+213.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.2% |
| 7D | +4.3% | +4.5% | -0.1% | +3.0% |
| 30D | +0.1% | +16.8% | -16.7% | -4.8% |
| 3M | -9.4% | +23.2% | -32.6% | -15.6% |
| 6M | +8.8% | +91.9% | -83.2% | -13.7% |
| YTD | +9.6% | +61.6% | -52.0% | -8.5% |
| 1Y | +14.4% | +43.9% | -29.4% | -0.5% |
| 3Y | +134.5% | +88.6% | +45.9% | +75.5% |
| All | +209.7% | -3.9% | +213.6% | +165.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling