+17.1%
PM vs BBY
+21.1%
-3.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +1.9% | +0.7% | +1.2% | +2.0% |
| 30D | +1.9% | +5.8% | -3.9% | +2.3% |
| 3M | +4.6% | +18.0% | -13.4% | +6.5% |
| 6M | +11.7% | +39.8% | -28.2% | +16.6% |
| YTD | +20.4% | +35.4% | -15.0% | +25.9% |
| All | +17.1% | +21.1% | -3.9% | +21.7% |
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 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