+23,594.4%
PH vs BBY
+74,802.5%
-51,208.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | +0.4% | +8.1% | -7.7% | -1.2% |
| 30D | -10.8% | +8.9% | -19.7% | -12.4% |
| 3M | +8.5% | +22.0% | -13.6% | +3.9% |
| 6M | +3.9% | +37.8% | -33.9% | -3.4% |
| YTD | +9.4% | +37.3% | -27.9% | +1.5% |
| 1Y | +26.8% | +21.6% | +5.2% | +20.2% |
| 3Y | +140.8% | +41.5% | +99.3% | +118.7% |
| 5Y | +253.8% | +1.2% | +252.6% | +238.1% |
| 10Y | +792.3% | +237.8% | +554.6% | +583.2% |
| All | +23,594.4% | +74,802.5% | -51,208.1% | +10,325.7% |
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