+20.7%
BBY vs ALLE
-11.2%
+31.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.8% |
| 7D | +1.2% | -2.2% | +3.3% | +1.7% |
| 30D | +6.8% | -8.3% | +15.1% | +8.9% |
| 3M | +18.7% | +16.3% | +2.5% | +13.8% |
| 6M | +37.3% | +1.8% | +35.5% | +36.2% |
| YTD | +35.3% | -3.9% | +39.3% | +33.3% |
| 1Y | +20.7% | -10.0% | +30.7% | +23.6% |
| All | +20.7% | -11.2% | +31.8% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling