+1,131.3%
PSX vs BBY
+581.7%
+549.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.8% |
| 7D | +2.8% | +8.1% | -5.3% | +1.0% |
| 30D | +27.8% | +8.9% | +18.8% | +25.2% |
| 3M | +42.0% | +22.0% | +20.0% | +35.2% |
| 6M | +58.1% | +37.8% | +20.3% | +45.3% |
| YTD | +105.0% | +37.3% | +67.7% | +88.1% |
| 1Y | +104.9% | +21.6% | +83.4% | +92.8% |
| 3Y | +134.1% | +41.5% | +92.6% | +108.7% |
| 5Y | +363.8% | +1.2% | +362.6% | +332.2% |
| 10Y | +370.1% | +237.8% | +132.3% | +255.1% |
| All | +1,131.3% | +581.7% | +549.7% | +767.8% |
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 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