+133.3%
PSX vs BBY
+38.5%
+94.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -0.9% | -0.9% |
| 7D | +1.5% | +0.7% | +0.8% | +1.3% |
| 30D | +15.8% | +5.8% | +10.1% | +14.0% |
| 3M | +43.0% | +18.0% | +25.0% | +36.3% |
| 6M | +61.1% | +39.8% | +21.2% | +45.0% |
| YTD | +104.5% | +35.4% | +69.1% | +85.4% |
| 1Y | +102.5% | +21.4% | +81.1% | +89.1% |
| All | +133.3% | +38.5% | +94.8% | +99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling