+23,639.3%
PH vs BBY
+88,077.5%
-64,438.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.2% |
| 7D | +4.3% | +4.5% | -0.1% | +3.5% |
| 30D | +0.1% | +16.8% | -16.7% | -3.2% |
| 3M | -9.4% | +23.2% | -32.6% | -13.5% |
| 6M | +8.8% | +91.9% | -83.2% | -5.5% |
| YTD | +9.6% | +61.6% | -52.0% | -2.0% |
| 1Y | +14.4% | +43.9% | -29.4% | +4.6% |
| 3Y | +134.5% | +88.6% | +45.9% | +100.5% |
| 5Y | +204.4% | -3.1% | +207.5% | +191.5% |
| 10Y | +697.3% | +290.2% | +407.1% | +490.4% |
| All | +23,639.3% | +88,077.5% | -64,438.2% | +9,969.2% |
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 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