+99.6%
PSX vs BBY
+27.1%
+72.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -0.1% |
| 7D | +4.5% | +9.5% | -5.0% | +3.6% |
| 30D | +26.6% | +6.8% | +19.8% | +25.7% |
| 3M | +39.3% | +28.9% | +10.4% | +35.9% |
| 6M | +56.8% | +37.8% | +19.0% | +51.9% |
| YTD | +101.8% | +38.7% | +63.1% | +95.3% |
| 1Y | +99.6% | +23.7% | +75.9% | +95.2% |
| All | +99.6% | +27.1% | +72.5% | +95.2% |
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