+227.5%
BBY vs ALLE
+260.9%
-33.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +2.6% |
| 7D | +9.5% | -0.2% | +9.7% | +9.7% |
| 30D | +6.8% | -6.8% | +13.6% | +11.2% |
| 3M | +28.9% | +21.0% | +7.8% | +14.1% |
| 6M | +37.8% | +1.1% | +36.7% | +34.8% |
| YTD | +38.7% | -0.5% | +39.3% | +36.3% |
| 1Y | +23.7% | -7.3% | +30.9% | +26.5% |
| 3Y | +39.1% | +42.3% | -3.1% | +8.9% |
| 5Y | -0.4% | +13.5% | -13.9% | -12.6% |
| 10Y | +234.0% | +144.0% | +90.0% | +92.8% |
| All | +227.5% | +260.9% | -33.3% | +57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling