+239.8%
BBY vs ALLE
+146.0%
+93.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | +0.2% |
| 7D | +1.2% | -2.2% | +3.3% | +2.5% |
| 30D | +6.8% | -8.3% | +15.1% | +12.6% |
| 3M | +18.7% | +16.3% | +2.5% | +7.1% |
| 6M | +37.3% | +1.8% | +35.5% | +33.4% |
| YTD | +35.3% | -3.9% | +39.3% | +35.6% |
| 1Y | +20.7% | -10.0% | +30.7% | +25.9% |
| 3Y | +39.4% | +45.8% | -6.4% | +5.4% |
| 5Y | -1.5% | +13.3% | -14.8% | -14.3% |
| 10Y | +239.8% | +155.3% | +84.5% | +83.4% |
| All | +239.8% | +146.0% | +93.8% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling