+41.5%
BBY vs ALLE
+49.7%
-8.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.7% |
| 7D | +8.1% | +2.8% | +5.3% | +6.7% |
| 30D | +8.9% | -7.6% | +16.6% | +13.3% |
| 3M | +22.0% | +22.8% | -0.7% | +8.6% |
| 6M | +37.8% | +4.6% | +33.2% | +33.4% |
| YTD | +37.3% | -1.2% | +38.5% | +36.3% |
| 1Y | +21.6% | -9.1% | +30.7% | +27.2% |
| 3Y | +41.5% | +50.0% | -8.5% | +6.5% |
| All | +41.5% | +49.7% | -8.2% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling